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Name Holding Trade Value Shares
Change
Change in
Stake
OTL
901
Oak Thistle LLC
New York
-$643K -5,712 Closed
CL
902
CSS LLC
Illinois
-$586K -5,200 Closed
WPW
903
Waldron Private Wealth
Pennsylvania
-$550K -4,882 Closed
BTWM
904
Baker Tilly Wealth Management
Wisconsin
-$547K -4,859 Closed
BIP
905
Blueprint Investment Partners
North Carolina
-$455K -4,041 Closed
JCM
906
Jag Capital Management
Missouri
-$414K -3,672 Closed
CIS
907
Continental Investors Services
Washington
-$410K -3,636 Closed
V
908
Veritable
Delaware
-$377K -3,346 Closed
Group One Trading
909
Group One Trading
Illinois
-$328K -3,181 Closed
BWP
910
BSW Wealth Partners
Colorado
-$350K -3,112 Closed
GFS
911
GYL Financial Synergies
Connecticut
-$319K -2,834 Closed
E
912
Ergoteles
New York
-$311K -2,764 Closed
CFG
913
Citizens Financial Group
Rhode Island
-$301K -2,670 Closed
LIM
914
Leavell Investment Management
Alabama
-$269K -2,393 Closed
FA
915
FDx Advisors
Illinois
-$265K -2,357 Closed
SCA
916
Snowden Capital Advisors
New York
-$264K -2,347 Closed
PWM
917
Perigon Wealth Management
California
-$255K -2,264 Closed
MFS
918
Mirabella Financial Services
United Kingdom
-$254K -2,256 Closed
GLR
919
Great Lakes Retirement
Ohio
-$253K -2,245 Closed
MG
920
Meritage Group
California
-$250K -2,216 Closed
TPWA
921
TRUE Private Wealth Advisors
Oregon
-$241K -2,140 Closed
DCM
922
Donaldson Capital Management
Indiana
-$239K -2,119 Closed
MA
923
MONECO Advisors
Connecticut
-$237K -2,107 Closed
LAM
924
Lakewood Asset Management
Illinois
-$236K -2,095 Closed
FCCM
925
First City Capital Management
Georgia
-$234K -2,075 Closed