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Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
526
CIBC Private Wealth Group
Georgia
-$629K -11,136 Closed
SWM
527
Strategic Wealth Management
Washington
-$610K -10,815 Closed
DWT
528
Dorsey & Whitney Trust
South Dakota
-$512K -9,074 Closed
FMT
529
First Mercantile Trust
Tennessee
-$508K -9,000 Closed
PG
530
Portola Group
California
-$499K -8,850 Closed
BFA
531
BlackRock Fund Advisors
California
-$419K -7,419 Closed
BCMO
532
Buckingham Capital Management (Ohio)
Ohio
-$415K -7,358 Closed
PWP
533
Private Wealth Partners
California
-$386K -6,840 Closed
GHA
534
GW Henssler & Associates
Georgia
-$384K -6,810 Closed
BFS
535
Bradley Foster & Sargent
Connecticut
-$380K -6,727 Closed
PAS
536
Partnervest Advisory Services
California
-$375K -6,649 Closed
AIM
537
abrdn Investment Management
United Kingdom
-$374K -6,628 Closed
EWM
538
Elite Wealth Management
Washington
-$345K -6,105 Closed
Chevy Chase Trust
539
Chevy Chase Trust
Maryland
-$316K -5,596 Closed
RCM
540
Reynolds Capital Management
Nevada
-$310K -5,500 Closed
BJL
541
Brighton Jones LLC
Washington
-$305K -5,407 Closed
Citadel Advisors
542
Citadel Advisors
Florida
-$299K -5,300 Closed
TYCC
543
Texas Yale Capital Corp
Florida
-$298K -5,279 Closed
HVIA
544
Hudson Valley Investment Advisors
New York
-$286K -5,075 Closed
AHB
545
Abner Herrman & Brock
New Jersey
-$283K -5,008 Closed
D.E. Shaw & Co
546
D.E. Shaw & Co
New York
-$282K -5,000 Closed
ACM
547
Ashford Capital Management
Delaware
-$266K -4,710 Closed
Credit Agricole
548
Credit Agricole
France
-$254K -4,497 Closed
AWM
549
Altavista Wealth Management
North Carolina
-$245K -4,350 Closed
VFS
550
VSR Financial Services
Kansas
-$240K -4,252 Closed