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Name Holding Trade Value Shares
Change
Change in
Stake
OFA
1101
Oak Family Advisors
Illinois
– -$250K -1,317 Closed
CIA
1102
Choate Investment Advisors
Massachusetts
– -$246K -1,299 Closed
WA
1103
Wealth Alliance
New York
– -$243K -1,280 Closed
RSWM
1104
Robertson Stephens Wealth Management
California
– -$237K -1,250 Closed
DIA
1105
Dana Investment Advisors
Wisconsin
– -$231K -1,216 Closed
QT
1106
Quantbot Technologies
New York
– -$228K -1,202 Closed
SFC
1107
SYM Financial Corp
Indiana
– -$227K -1,196 Closed
CNB
1108
Camden National Bank
Maine
– -$219K -1,153 Closed
TCA
1109
Transcend Capital Advisors
New Jersey
– -$219K -1,153 Closed
GS
1110
GTS Securities
Florida
– -$216K -1,141 Closed
CPA
1111
Capital Performance Advisors
California
– -$216K -1,138 Closed
IFWM
1112
Institute for Wealth Management
Colorado
– -$213K -1,125 Closed
CFO
1113
Callan Family Office
Pennsylvania
– -$209K -1,101 Closed
IC
1114
Iconiq Capital
California
– -$208K -1,096 Closed
MFWP
1115
Mosaic Family Wealth Partners
Missouri
– -$205K -1,082 Closed
GFM
1116
GF Fund Management
China
– -$205K -1,080 Closed
DWT
1117
Dorsey & Whitney Trust
South Dakota
– -$204K -1,078 Closed
CFG
1118
Carr Financial Group
Massachusetts
– -$203K -1,073 Closed
AFGAS
1119
Allegiance Financial Group Advisory Services
Virginia
– -$203K -1,071 Closed
PIN
1120
Prudent Investors Network
California
– -$202K -1,068 Closed
OWA
1121
One Wealth Advisors
California
– -$202K -1,065 Closed
AIP
1122
Arrowpoint Investment Partners
Singapore
– -$190K -1,000 Closed
FCP
1123
Fidelis Capital Partners
Florida
– -$204K -995 Closed
NFSG
1124
Newbridge Financial Services Group
Florida
– -$160K -842 Closed
VWM
1125
Venturi Wealth Management
Texas
– -$136K -715 Closed