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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
651
Wealthspire Advisors (Maryland)
Maryland
– -$253K -1,320 Closed
GG
652
Gofen & Glossberg
Illinois
– -$241K -1,256 Closed
BOH
653
Bank of Hawaii
Hawaii
– -$225K -1,170 Closed
BB
654
Busey Bank
Illinois
– -$223K -1,163 Closed
CIC
655
Crawford Investment Counsel
Georgia
– -$223K -1,161 Closed
CCG
656
Cypress Capital Group
Florida
– -$209K -1,089 Closed
P
657
Pitcairn
Pennsylvania
– -$203K -1,057 Closed
NP
658
NorthRock Partners
Minnesota
– -$200K -1,042 Closed
CAN
659
Cetera Advisor Networks
California
– -$189K -981 Closed
PWP
660
Principle Wealth Partners
Connecticut
– -$77K -400 Closed
OPS
661
Orion Portfolio Solutions
Nebraska
– -$55K -286 Closed
CFG
662
Citizens Financial Group
Rhode Island
– -$47K -247 Closed
KPW
663
Kore Private Wealth
New York
– -$36K -191 Closed
AIL
664
AGF Investments LLC
Ontario, Canada
– -$31K -164 Closed
JWA
665
JFS Wealth Advisors
Pennsylvania
– -$19K -101 Closed
BL
666
Balentine LLC
Georgia
– -$19K -100 Closed
PCTC
667
Perkins Coie Trust Company
Washington
– -$15K -76 Closed
SF
668
Synovus Financial
Georgia
– -$4K -20 Closed
FRA
669
Front Row Advisors
California
– -$3K -14 Closed
FMP
670
Financial Management Professionals
Texas
– -$923 -5 -71%
VFA
671
Valeo Financial Advisors
Indiana
– -$1K -4 Closed
PA
672
Procyon Advisors
Connecticut
– -$1K -3 Closed
CPW
673
Catalyst Private Wealth
California
– +$185 +1 New