Name Holding Trade Value Shares
Change
Change in
Stake
ST
526
Sabal Trust
Florida
– -$288K -17,000 Closed
VAS
527
Vestmark Advisory Solutions
Massachusetts
– -$285K -16,814 Closed
PPW
528
Pasadena Private Wealth
California
– -$269K -15,854 Closed
NL
529
NWAM LLC
Washington
– -$260K -15,342 Closed
BCM
530
Bluefin Capital Management
New York
– -$231K -13,640 Closed
CCM
531
CAAS Capital Management
New York
– -$220K -12,958 Closed
PFO
532
Pathstone Family Office
New Jersey
– -$5.72K -11,612 Closed
EH
533
Equitable Holdings
New York
– -$189K -11,125 Closed
SPP
534
Single Point Partners
Massachusetts
– -$186K -10,939 Closed
QCM
535
Quantinno Capital Management
New York
– -$183K -10,808 Closed
RW
536
REDW Wealth
New Mexico
– -$170K -10,000 Closed
EDRH
537
Edmond de Rothschild Holding
Switzerland
– -$131K -7,715 Closed
VSI
538
Verde Servicos Internacionais
Brazil
– -$127K -7,457 Closed
TAIM
539
TD Ameritrade Investment Management
Nebraska
– -$124K -7,320 Closed
CS
540
Comerica Securities
Michigan
– -$123K -7,197 Closed
MCC
541
Money Concepts Capital
Florida
– -$52.6K -3,099 Closed
OWA
542
One Wealth Advisors
California
– -$45K -2,649 Closed
RFA
543
Resurgent Financial Advisors
Georgia
– -$21.4K -1,260 Closed
SC
544
Sierra Capital
Florida
– -$15K -900 Closed
JFGIW
545
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$10.9K -645 Closed
PMFA
546
Plante Moran Financial Advisors
Michigan
– -$10.2K -600 Closed
DWP
547
Destiny Wealth Partners
Florida
– -$6.79K -400 Closed
First Manhattan
548
First Manhattan
New York
– -$5.7K -336 Closed
MPCL
549
My Personal CFO LLC
Washington
– -$5.21K -307 Closed
LWP
550
Laurel Wealth Planning
Minnesota
– -$4.99K -294 Closed