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Name Holding Trade Value Shares
Change
Change in
Stake
QT
501
Quantamental Technologies
New York
-$291K -1,204 Closed
SW
502
SVB Wealth
Massachusetts
-$239K -989 Closed
Cohen & Steers
503
Cohen & Steers
New York
-$235K -971 Closed
OWA
504
One Wealth Advisors
California
-$227K -938 Closed
CFG
505
Citizens Financial Group
Rhode Island
-$224K -925 Closed
WA
506
Wealth Alliance
New York
-$223K -921 Closed
EWA
507
Exencial Wealth Advisors
Oklahoma
-$222K -916 Closed
RC
508
Roundview Capital
New Jersey
-$219K -906 Closed
V
509
Veritable
Delaware
-$215K -887 Closed
FFM
510
Forum Financial Management
Illinois
-$210K -868 Closed
IUHSA
511
Itau Unibanco Holding S.A.
Brazil
-$210K -868 Closed
SWK
512
Stephen W. Kidder
-$206K -850 Closed
SP
513
Symmetry Partners
Connecticut
-$204K -842 Closed
Vontobel Holding
514
Vontobel Holding
Switzerland
-$204K -842 Closed
WAG
515
Wallace Advisory Group
California
-$202K -798 Closed
M
516
Mirova
France
-$35.8K -148 Closed
CWC
517
Carolinas Wealth Consulting
North Carolina
-$23.4K -97 Closed
YAL
518
Your Advocates Ltd
Texas
-$18.2K -75 Closed
SSG
519
Summit Securities Group
New York
-$15K -61 Closed
FFL
520
Financial Freedom LLC
Ohio
-$4.87K -20 Closed
HWM
521
HighMark Wealth Management
Minnesota
-$3.39K -14 Closed
MHR
522
Matthew Hamilton Rosenberg
-$2.42K -10 Closed
CAS
523
Coppell Advisory Solutions
Texas
-$1.41K -6 Closed
DI
524
Disciplined Investments
Oklahoma
-$1.21K -5 Closed
RI
525
Ridgewood Investments
New Jersey
-$1.18K -5 Closed