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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