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Name Holding Trade Value Shares
Change
Change in
Stake
CS
701
Comerica Securities
Michigan
– -$357K -6,104 Closed
VCM
702
Vivaldi Capital Management
Illinois
– -$352K -6,098 Closed
HB
703
Homrich & Berg
Georgia
– -$351K -6,085 Closed
GIM
704
Grassi Investment Management
California
– -$346K -6,000 Closed
KWM
705
Kingsview Wealth Management
Oregon
– -$345K -5,976 Closed
WB
706
WesBanco Bank
West Virginia
– -$345K -5,976 Closed
PI
707
Putnam Investments
Massachusetts
– -$339K -5,872 Closed
PAS
708
Park Avenue Securities
New York
– -$333K -5,769 Closed
GWAG
709
Garrett Wealth Advisory Group
Texas
– -$331K -5,712 Closed
AC
710
Athanor Capital
New York
– -$327K -5,669 Closed
MME
711
Meag Munich Ergo
Germany
– -$327K -5,638 Closed
BP
712
Ballentine Partners
Massachusetts
– -$325K -5,626 Closed
GVAG
713
Great Valley Advisor Group
Delaware
– -$323K -5,595 Closed
FP
714
Fiduciary Planning
Florida
– -$327K -5,594 Closed
CAM
715
Cubic Asset Management
Massachusetts
– -$322K -5,580 Closed
TSS
716
Two Sigma Securities
New York
– -$276K -5,555 Closed
NP
717
NorthRock Partners
Minnesota
– -$319K -5,525 Closed
SBH
718
Segall Bryant & Hamill
Illinois
– -$313K -5,451 Closed
CI
719
Conning Inc
Connecticut
– -$314K -5,446 Closed
TFA
720
Teamwork Financial Advisors
Texas
– -$309K -5,346 Closed
HTC
721
Haverford Trust Company
Pennsylvania
– -$308K -5,338 Closed
LWM
722
Laidlaw Wealth Management
New York
– -$307K -5,321 Closed
KMWM
723
Keudell/Morrison Wealth Management
Oregon
– -$305K -5,278 Closed
EWA
724
ERTS Wealth Advisors
Michigan
– -$305K -5,275 Closed
HWA
725
Hilltop Wealth Advisors
North Carolina
– -$302K -5,230 Closed