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Name Holding Trade Value Shares
Change
Change in
Stake
MFS
2901
McNamara Financial Services
Massachusetts
-$210K -5,408 Closed
GDP
2902
Great Diamond Partners
Maine
-$210K -5,396 Closed
CNWM
2903
Clay Northam Wealth Management
California
-$209K -5,375 Closed
SPI
2904
Santori & Peters Inc
Pennsylvania
-$208K -5,355 Closed
HP
2905
HT Partners
Connecticut
-$206K -5,306 Closed
LWMG
2906
Levy Wealth Management Group
Pennsylvania
-$206K -5,305 Closed
AWA
2907
Alta Wealth Advisors
Massachusetts
-$206K -5,304 Closed
QC
2908
QCM Cayman
Texas
-$206K -5,291 Closed
SA
2909
Scarborough Advisors
Maryland
-$206K -5,287 Closed
TNA
2910
True North Advisors
Texas
-$205K -5,260 Closed
CC
2911
Commons Capital
Massachusetts
-$204K -5,252 Closed
JGUA
2912
John G. Ullman & Associates
New York
-$204K -5,251 Closed
SDWMA
2913
Schneider Downs Wealth Management Advisors
Pennsylvania
-$204K -5,247 Closed
HIA
2914
HTG Investment Advisors
Connecticut
-$204K -5,233 Closed
MIA
2915
Milestone Investment Advisors
Wisconsin
-$204K -5,233 Closed
FBB
2916
Fulton Breakefield Broenniman
Maryland
-$203K -5,232 Closed
AL
2917
ADE LLC
Maryland
-$203K -5,207 Closed
MAA
2918
Mraz Amerine & Associates
California
-$202K -5,202 Closed
NCM
2919
Noesis Capital Mangement
Florida
-$202K -5,183 Closed
BWM
2920
Birchcreek Wealth Management
Ohio
-$200K -5,154 Closed
SPC
2921
Stewart & Patten Company
California
-$200K -5,149 Closed
ICP
2922
Interchange Capital Partners
Pennsylvania
-$189K -4,793 Closed
UAML
2923
US Asset Management LLC
Pennsylvania
-$177K -4,553 Closed
RA
2924
RiverPark Advisors
New York
-$163K -4,200 Closed
AS
2925
AM Squared
Hong Kong
-$148K -3,800 Closed