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Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
451
Wellington Management Group
Massachusetts
-$694K -10,427 Closed
IFWM
452
Institute for Wealth Management
Colorado
-$448K -6,727 Closed
MME
453
Meag Munich Ergo
Germany
-$413K -6,095 Closed
CA
454
Cynosure Advisors
Utah
-$312K -4,683 Closed
WP
455
WealthSource Partners
California
-$281K -4,212 Closed
AIM
456
Assured Investment Management
New York
-$270K -4,051 Closed
Holocene Advisors
457
Holocene Advisors
New York
-$233K -3,503 Closed
LNWWM
458
Laird Norton Wetherby Wealth Management
California
-$209K -3,139 Closed
VIA
459
Virtus Investment Advisers
Connecticut
-$181K -2,715 Closed
National Pension Service
460
National Pension Service
South Korea
-$44K -664 Closed
WTB
461
Washington Trust Bank
Washington
-$30K -450 Closed
ME
462
McIlrath & Eck
Washington
-$16K -234 Closed
FIB
463
First Interstate Bank
Montana
-$9K -136 Closed
CA
464
Calton & Associates
Florida
-$7K -112 Closed
AssetMark Inc
465
AssetMark Inc
California
-$5K -75 Closed
PS
466
Portfolio Solutions
Michigan
-$5K -71 Closed
FFG
467
Ford Financial Group
California
-$3K -48 Closed
PO
468
Private Ocean
California
-$3K -41 Closed
RIA
469
RPG Investment Advisory
California
-$1K -19 Closed
JA
470
JOYN Advisors
Georgia
+$301 +4 New
MIFH
471
Migdal Insurance & Financial Holdings
Israel
+$301 +4 New
TFO
472
Tarbox Family Office
California
+$452 +6 New