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Name Holding Trade Value Shares
Change
Change in
Stake
YIH
2901
Y-Intercept (HK)
Hong Kong
– -$211K -5,435 Closed
FA
2902
Fountainhead AM
New Jersey
– -$210K -5,408 Closed
MFS
2903
McNamara Financial Services
Massachusetts
– -$210K -5,408 Closed
GDP
2904
Great Diamond Partners
Maine
– -$210K -5,396 Closed
CNWM
2905
Clay Northam Wealth Management
California
– -$209K -5,375 Closed
SPI
2906
Santori & Peters Inc
Pennsylvania
– -$208K -5,355 Closed
HP
2907
HT Partners
Connecticut
– -$206K -5,306 Closed
LWMG
2908
Levy Wealth Management Group
Pennsylvania
– -$206K -5,305 Closed
AWA
2909
Alta Wealth Advisors
Massachusetts
– -$206K -5,304 Closed
QC
2910
QCM Cayman
Texas
– -$206K -5,291 Closed
SA
2911
Scarborough Advisors
Maryland
– -$206K -5,287 Closed
TNA
2912
True North Advisors
Texas
– -$205K -5,260 Closed
CC
2913
Commons Capital
Massachusetts
– -$204K -5,252 Closed
JGUA
2914
John G. Ullman & Associates
New York
– -$204K -5,251 Closed
SDWMA
2915
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$204K -5,247 Closed
HIA
2916
HTG Investment Advisors
Connecticut
– -$204K -5,233 Closed
MIA
2917
Milestone Investment Advisors
Wisconsin
– -$204K -5,233 Closed
FBB
2918
Fulton Breakefield Broenniman
Maryland
– -$203K -5,232 Closed
AL
2919
ADE LLC
Maryland
– -$203K -5,207 Closed
MAA
2920
Mraz Amerine & Associates
California
– -$202K -5,202 Closed
NCM
2921
Noesis Capital Mangement
Florida
– -$202K -5,183 Closed
BWM
2922
Birchcreek Wealth Management
Ohio
– -$200K -5,154 Closed
SPC
2923
Stewart & Patten Company
California
– -$200K -5,149 Closed
ICP
2924
Interchange Capital Partners
Pennsylvania
– -$189K -4,793 Closed
UAML
2925
US Asset Management LLC
Pennsylvania
– -$177K -4,553 Closed