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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
201
Gitterman Wealth Management
New Jersey
-$226K -4,556 Closed
BPCE
202
Bank Pictet & Cie (Europe)
Germany
-$223K -4,503 Closed
ECM
203
Evergreen Capital Management
Washington
-$217K -4,371 Closed
William Blair & Company
204
William Blair & Company
Illinois
-$205K -4,128 Closed
Simplex Trading
205
Simplex Trading
Illinois
-$44.1K -955 Closed
ST
206
Smithfield Trust
Pennsylvania
-$26K -518 Closed
DOA
207
D'Orazio & Associates
Virginia
-$25K -512 Closed
FMP
208
Financial Management Professionals
Texas
-$14K -288 Closed
HI
209
Harbour Investments
Wisconsin
-$7K -148 Closed
WTC
210
WhitTier Trust Company
Nevada
-$6K -111 Closed
SWM
211
Spire Wealth Management
Virginia
-$5K -105 Closed
GAM
212
Gemmer Asset Management
California
-$5K -91 Closed
GWM
213
Geneos Wealth Management
Colorado
-$3K -65 Closed
Credit Agricole
214
Credit Agricole
France
-$2K -44 Closed
AFG
215
Albion Financial Group
Utah
-$2K -41 Closed
JFGIW
216
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$2K -36 Closed
EBA
217
Eagle Bay Advisors
New York
-$785 -17 -52%
IA
218
IFP Advisors
Florida
-$1K -14 Closed
LWM
219
Liberty Wealth Management
California
-$1K -12 Closed
FHA
220
First Horizon Advisors
Tennessee
+$693 +15 +88%