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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
501
Venturi Wealth Management
Texas
-$212K -1,830 Closed
LWS
502
Lucia Wealth Services
California
-$208K -1,804 Closed
FHB
503
First Hawaiian Bank
Hawaii
-$156K -1,347 Closed
SAS
504
Stelac Advisory Services
New York
-$115K -1,154 Closed
PGA
505
Premia Global Advisors
Florida
-$131K -1,135 Closed
BBNA
506
Bremer Bank National Association
Minnesota
-$123K -958 Closed
IDBONY
507
Israel Discount Bank of New York
New York
-$91K -785 Closed
IWP
508
Icon Wealth Partners
Texas
-$78K -678 Closed
WWM
509
Willingdon Wealth Management
North Carolina
-$75K -652 Closed
WAM
510
Wealthspire Advisors (Maryland)
Maryland
-$63K -547 Closed
IP
511
Intellectus Partners
California
-$53K -456 Closed
LC
512
Lavaca Capital
Texas
-$51K -440 Closed
TRCT
513
Tower Research Capital (TRC)
New York
-$38K -330 Closed
AIA
514
Alera Investment Advisors
Illinois
-$36K -310 Closed
LFA
515
Legacy Financial Advisors
Kentucky
-$35K -303 Closed
NSIM
516
North Star Investment Management
Illinois
-$35K -300 Closed
HCA
517
Horan Capital Advisors
Ohio
-$27K -234 Closed
SWM
518
SeaCrest Wealth Management
New York
-$27K -230 Closed
OWD
519
Osborn Williams & Donohoe
Ohio
-$22K -200 Closed
CF
520
Centaurus Financial
California
-$1.06K -122 Closed
KPW
521
Kore Private Wealth
New York
-$13K -112 Closed
FC
522
Ferris Capital
Massachusetts
-$12K -100 Closed
CG
523
Cutler Group
California
-$10K -91 Closed
WTB
524
Washington Trust Bank
Washington
-$9K -80 Closed
MSA
525
Marino Stram & Associates
Massachusetts
-$9K -79 Closed