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Name Holding Trade Value Shares
Change
Change in
Stake
TC
751
Toews Corporation
New Jersey
– -$819K -8,200 Closed
IFS
752
Ifrah Financial Services
Arkansas
– -$578K -5,781 Closed
FCH
753
Freestone Capital Holdings
Washington
– -$570K -5,704 Closed
VWM
754
Venturi Wealth Management
Texas
– -$500K -5,000 Closed
EMG
755
Ellington Management Group
Connecticut
– -$460K -4,600 Closed
LOAMS
756
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$384K -3,846 Closed
LCS
757
Levin Capital Strategies
New York
– -$300K -3,000 Closed
FNBT
758
FineMark National Bank & Trust
Florida
– -$297K -2,968 Closed
CL
759
Choreo LLC
Illinois
– -$283K -2,837 Closed
IWA
760
Intercontinental Wealth Advisors
Texas
– -$268K -2,681 Closed
CONA
761
Capital One National Association
New York
– -$238K -2,382 Closed
SIC
762
Sigma Investment Counselors
Michigan
– -$221K -2,209 Closed
S
763
SimplyRich
California
– -$220K -2,200 Closed
RMAM
764
Raab & Moskowitz Asset Management
New Jersey
– -$215K -2,156 Closed
ACP
765
Arcus Capital Partners
Georgia
– -$215K -2,150 Closed
GP
766
Girard Partners
Pennsylvania
– -$214K -2,144 Closed
Lido Advisors
767
Lido Advisors
California
– -$212K -2,131 Closed
AL
768
Aspiriant LLC
California
– -$208K -2,087 Closed
PA
769
Pinnacle Associates
New York
– -$208K -2,079 Closed
HC
770
Henshaw Capital
Massachusetts
– -$204K -2,042 Closed
MWAC
771
Mariner Wealth Advisors (Cincinnati)
Ohio
– -$203K -2,033 Closed
PS
772
Portfolio Solutions
Michigan
– -$140K -1,400 Closed
IWM
773
IHT Wealth Management
Illinois
– -$99K -1,025 Closed
EMG
774
ETF Managers Group
New Jersey
– -$92K -946 Closed
HFP
775
Holistic Financial Partners
Indiana
– -$89K -887 Closed