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Name Holding Trade Value Shares
Change
Change in
Stake
FHB
551
First Hawaiian Bank
Hawaii
– -$237K -14,490 Closed
HI
552
Harrington Investments
California
– -$237K -14,465 Closed
FCH
553
Freestone Capital Holdings
Washington
– -$235K -14,365 Closed
IC
554
IEQ Capital
California
– -$235K -14,365 Closed
LFA
555
Legacy Financial Advisors
Kentucky
– -$233K -14,275 Closed
GAG
556
GM Advisory Group
New York
– -$228K -13,945 Closed
WGAM
557
Wilkinson Global Asset Management
New York
– -$226K -13,800 Closed
EWA
558
EP Wealth Advisors
California
– -$224K -13,705 Closed
BJL
559
Brighton Jones LLC
Washington
– -$215K -13,135 Closed
IAN
560
Integrated Advisors Network
Texas
– -$215K -13,130 Closed
MYIA
561
Mount Yale Investment Advisors
Colorado
– -$214K -13,055 Closed
CAG
562
Csenge Advisory Group
Florida
– -$212K -12,980 Closed
DLA
563
Douglas Lane & Associates
New York
– -$209K -12,790 Closed
CC
564
Chicago Capital
Illinois
– -$208K -12,745 Closed
SW
565
SkyOak Wealth
Michigan
– -$204K -12,500 Closed
ICP
566
Interchange Capital Partners
Pennsylvania
– -$202K -12,405 Closed
JFGIW
567
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$201K -12,305 Closed
LSA
568
Lion Street Advisors
Texas
– -$254K -11,000 Closed
VVP
569
Venture Visionary Partners
Ohio
– -$155K -9,480 Closed
AIM
570
ARK Investment Management
Florida
– -$158K -8,395 Closed
PFS
571
Prospera Financial Services
Texas
– -$106K -6,505 Closed
MIHAS
572
Maj Invest Holding A/S
Denmark
– -$90K -5,500 Closed
BCM
573
Bourgeon Capital Management
Connecticut
– -$68K -3,350 Closed
VC
574
Vestor Capital
Illinois
– -$41K -2,500 Closed
NL
575
NVWM LLC
Pennsylvania
– -$35.3K -2,200 -99%