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Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
351
TRUE Private Wealth Advisors
Oregon
-$30K -1,288 Closed
DWM
352
Doyle Wealth Management
Florida
-$15K -621 Closed
CB
353
Community Bank
New York
-$10K -444 Closed
CAW
354
Cornerstone Advisors (Washington)
Washington
-$5K -213 Closed
OIA
355
OneDigital Investment Advisors
Kansas
-$5K -203 Closed
CI
356
CX Institutional
Indiana
-$4K -175 Closed
CWA
357
Clarus Wealth Advisors
Arizona
-$3K -141 Closed
RWA
358
Redhawk Wealth Advisors
Minnesota
-$3K -111 Closed
PFO
359
Pathstone Family Office
New Jersey
-$2K -107 Closed
SFG
360
SevenBridge Financial Group
Pennsylvania
-$2K -98 Closed
PCG
361
Private Capital Group
Connecticut
-$4K -89 Closed
MF
362
Manchester Financial
California
-$2K -83 Closed
SWP
363
Strategic Wealth Partners
Ohio
-$2K -68 Closed
CCM
364
Cribstone Capital Management
Maine
-$1K -63 Closed
M
365
MOTCO
Texas
-$1K -58 Closed
BL
366
Balentine LLC
Georgia
-$1K -56 Closed
YWP
367
YorkBridge Wealth Partners
New York
-$1K -30 Closed
ATC
368
Adirondack Trust Company
New York
-$146 -7 -50%
GWS
369
Glassman Wealth Services
Virginia
+$21 +1 +25%
MWA
370
Marshall Wace Asia
Hong Kong
+$125 +6 New
AF
371
Advisornet Financial
Minnesota
+$395 +19 New