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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
MFW
1001
Mosaic Family Wealth
Missouri
-$21K -100 Closed
LA
1002
Legacy Advisors
Pennsylvania
-$16K -75 Closed
WC
1003
Whitnell & Co
Illinois
-$15K -70 Closed
KPW
1004
Kore Private Wealth
New York
-$13K -61 Closed
CGT
1005
Capital Guardian Trust
California
-$12K -58 Closed
IWP
1006
Icon Wealth Partners
Texas
-$10K -49 Closed
PWM
1007
PRW Wealth Management
Massachusetts
-$9K -45 Closed
OWA
1008
One Wealth Advisors
California
-$9K -43 Closed
WAS
1009
WESPAC Advisors SoCal
California
-$8K -40 Closed
AIM
1010
Assured Investment Management
New York
-$7K -33 Closed
AIC
1011
Ameritas Investment Company
Nebraska
-$5K -24 Closed
MAM
1012
Marquette Asset Management
Minnesota
-$5K -24 Closed
KL
1013
KWMG LLC
Kansas
-$5K -22 Closed
CCM
1014
Covington Capital Management
California
-$4K -20 Closed
RWM
1015
Raffa Wealth Management
District of Columbia
-$4.21K -20 Closed
DWM
1016
Destination Wealth Management
California
-$3K -16 Closed
AA
1017
Advisory Alpha
Michigan
-$2.98K -14 Closed
BC
1018
Bartlett & Co
Ohio
-$1K -7 Closed
BCWM
1019
Bartlett & Co Wealth Management
Ohio
-$1.47K -7 Closed