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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1201
Silverlake Wealth Management
Vermont
– -$224K -1,615 Closed
Advisors Capital Management
1202
Advisors Capital Management
New Jersey
– -$221K -1,594 Closed
GD
1203
Grandfield & Dodd
New York
– -$220K -1,588 Closed
WIA
1204
Westbourne Investment Advisors
Maryland
– -$220K -1,585 Closed
AG
1205
AlphaSimPlex Group
Massachusetts
– -$219K -1,579 Closed
GIA
1206
Gladstone Institutional Advisory
Florida
– -$219K -1,576 Closed
First National Trust
1207
First National Trust
Pennsylvania
– -$216K -1,555 Closed
LMR Partners
1208
LMR Partners
United Kingdom
– -$215K -1,548 Closed
Vestmark Advisory Solutions
1209
Vestmark Advisory Solutions
Massachusetts
– -$214K -1,544 Closed
CBFP
1210
Cedar Brook Financial Partners
Ohio
– -$214K -1,539 Closed
QC
1211
QCM Cayman
Texas
– -$213K -1,532 Closed
DWM
1212
Doyle Wealth Management
Florida
– -$212K -1,529 Closed
IAN
1213
Integrated Advisors Network
Texas
– -$211K -1,519 Closed
MIC
1214
Means Investment Company
Maine
– -$211K -1,517 Closed
FFA
1215
Founders Financial Alliance
North Carolina
– -$210K -1,512 Closed
Bahl & Gaynor
1216
Bahl & Gaynor
Ohio
– -$208K -1,500 Closed
BOH
1217
Bank of Hawaii
Hawaii
– -$207K -1,493 Closed
WAP
1218
Wealthcare Advisory Partners
Pennsylvania
– -$207K -1,492 Closed
WAM
1219
Weatherly Asset Management
California
– -$207K -1,489 Closed
BA
1220
Bridgewater Advisors
New York
– -$206K -1,484 Closed
ESBC
1221
E.S. Barr & Co
Kentucky
– -$205K -1,475 Closed
RB
1222
Rodgers Brothers
Pennsylvania
– -$205K -1,475 Closed
BOS
1223
Bank of Stockton
California
– -$204K -1,470 Closed
Donaldson Capital Management
1224
Donaldson Capital Management
Indiana
– -$204K -1,469 Closed
AWA
1225
Arete Wealth Advisors
Illinois
– -$202K -1,465 Closed