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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
501
AssuredPartners Investment Advisors
Florida
– -$386K -38,637 Closed
SWM
502
SeaCrest Wealth Management
New York
– -$339K -33,930 Closed
ORP
503
Orion Resource Partners
New York
– -$321K -32,161 Closed
FFG
504
Fiduciary Financial Group
California
– -$265K -29,812 Closed
SI
505
Stephens Inc
Arkansas
– -$297K -29,750 Closed
MICM
506
Matthews International Capital Management
California
– -$287K -28,719 Closed
CA
507
Cannon Advisors
North Carolina
– -$267K -26,722 Closed
GAM
508
Gotham Asset Management
New York
– -$250K -25,000 Closed
SW
509
SVB Wealth
Massachusetts
– -$231K -23,103 Closed
S
510
SimplyRich
California
– -$226K -22,719 Closed
TC
511
TownSquare Capital
Utah
– -$213K -21,348 Closed
Focus Partners Wealth
512
Focus Partners Wealth
Massachusetts
– -$209K -20,954 Closed
FFN
513
Focus Financial Network
Minnesota
– -$208K -20,810 Closed
IA
514
Integrity Alliance
Iowa
– -$189K -18,932 Closed
MIFH
515
Migdal Insurance & Financial Holdings
Israel
– -$184K -18,463 Closed
IAIM
516
International Assets Investment Management
Florida
– -$170K -16,993 Closed
NPT
517
National Philanthropic Trust
Pennsylvania
– -$161K -16,097 Closed
EP
518
Edgestream Partners
New Jersey
– -$159K -15,948 Closed
AIC
519
Anthracite Investment Company
Texas
– -$150K -15,000 Closed
Bank Julius Baer & Co
520
Bank Julius Baer & Co
Switzerland
– -$144K -14,415 Closed
RA
521
RFG Advisory
Alabama
– -$140K -14,000 Closed
FG
522
Foster Group
Iowa
– -$137K -13,767 Closed
RCAG
523
Rehmann Capital Advisory Group
Michigan
– -$131K -13,126 Closed
FC
524
FORA Capital
Florida
– -$127K -12,751 Closed
FCI
525
Financial Counselors Inc
Kansas
– -$121K -12,085 Closed