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Name Holding Trade Value Shares
Change
Change in
Stake
MHS
501
M Holdings Securities
Oregon
– -$284K -2,456 Closed
VWM
502
Venturi Wealth Management
Texas
– -$212K -1,830 Closed
LWS
503
Lucia Wealth Services
California
– -$208K -1,804 Closed
FHB
504
First Hawaiian Bank
Hawaii
– -$156K -1,347 Closed
SAS
505
Stelac Advisory Services
New York
– -$115K -1,154 Closed
PGA
506
Premia Global Advisors
Florida
– -$131K -1,135 Closed
CF
507
Centaurus Financial
California
– -$122K -1,059 Closed
BBNA
508
Bremer Bank National Association
Minnesota
– -$123K -958 Closed
IDBONY
509
Israel Discount Bank of New York
New York
– -$91K -785 Closed
IWP
510
Icon Wealth Partners
Texas
– -$78K -678 Closed
WWM
511
Willingdon Wealth Management
North Carolina
– -$75K -652 Closed
WAM
512
Wealthspire Advisors (Maryland)
Maryland
– -$63K -547 Closed
IP
513
Intellectus Partners
California
– -$53K -456 Closed
LC
514
Lavaca Capital
Texas
– -$51K -440 Closed
TRCT
515
Tower Research Capital (TRC)
New York
– -$38K -330 Closed
AIA
516
Alera Investment Advisors
Illinois
– -$36K -310 Closed
LFA
517
Legacy Financial Advisors
Kentucky
– -$35K -303 Closed
NSIM
518
North Star Investment Management
Illinois
– -$35K -300 Closed
HCA
519
Horan Capital Advisors
Ohio
– -$27K -234 Closed
SWM
520
SeaCrest Wealth Management
New York
– -$27K -230 Closed
OWD
521
Osborn Williams & Donohoe
Ohio
– -$22K -200 Closed
KPW
522
Kore Private Wealth
New York
– -$13K -112 Closed
FC
523
Ferris Capital
Massachusetts
– -$12K -100 Closed
CG
524
Cutler Group
California
– -$10K -91 Closed
WTB
525
Washington Trust Bank
Washington
– -$9K -80 Closed