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Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
726
Verition Fund Management
Connecticut
– -$285K -7,180 Closed
MFG
727
Magnus Financial Group
New York
– -$253K -6,370 Closed
DWM
728
Destination Wealth Management
California
– -$239K -6,000 Closed
HAS
729
HBW Advisory Services
California
– -$239K -5,710 Closed
BPA
730
Beacon Pointe Advisors
California
– -$224K -5,630 Closed
I
731
INVST
Indiana
– -$223K -5,600 Closed
WA
732
Wealth Architects
California
– -$219K -5,500 Closed
NWS
733
Newport Wealth Strategies
California
– -$226K -5,450 Closed
1WA
734
180 Wealth Advisors
Washington
– -$227K -5,070 Closed
SIC
735
Samalin Investment Counsel
New York
– -$131K -3,300 Closed
Chevy Chase Trust
736
Chevy Chase Trust
Maryland
– -$107K -2,680 Closed
QFA
737
Quattro Financial Advisors
Texas
– -$116K -2,640 Closed
PFO
738
Pathstone Family Office
New Jersey
– -$67.6K -1,700 Closed
TCWM
739
Total Clarity Wealth Management
Illinois
– -$45K -1,130 Closed
IRAG
740
Investment Research & Advisory Group
Georgia
– -$45.1K -1,000 Closed
PA
741
PSI Advisors
Florida
– -$39K -1,000 Closed
MWP
742
Meridian Wealth Partners
Pennsylvania
– -$32K -800 Closed
AP
743
Americana Partners
Texas
– -$19K -500 Closed
ACM
744
Allred Capital Management
Texas
– -$15.5K -390 Closed
TPWA
745
TRUE Private Wealth Advisors
Oregon
– -$15K -390 Closed
VNA
746
Valley National Advisers
Pennsylvania
– -$12K -300 Closed
MIM
747
Macroview Investment Management
Maryland
– -$4K -110 Closed
SQA
748
Simon Quick Advisors
New Jersey
– -$2K -60 Closed
BHWM
749
Bay Harbor Wealth Management
Maryland
– -$902 -20 -67%
BAM
750
Bellevue Asset Management
Washington
– -$1K -20 Closed