Name Holding Trade Value Shares
Change
Change in
Stake
NFG
201
Nations Financial Group
Iowa
– -$108K -24,506 Closed
CAM
202
Cresset Asset Management
Illinois
– -$90K -20,500 Closed
FAT
203
First American Trust
California
– -$89K -20,358 Closed
BUB
204
BBVA USA Bancshares
Texas
– -$78K -17,794 Closed
BWP
205
BSW Wealth Partners
Colorado
– -$77K -17,466 Closed
KFA
206
Kelleher Financial Advisors
New York
– -$73K -16,529 Closed
DWM
207
Destination Wealth Management
California
– -$71K -16,176 Closed
Wolverine Trading
208
Wolverine Trading
Illinois
– -$65K -14,794 Closed
HT
209
Heritage Trust
Oklahoma
– -$54K -12,195 Closed
HDIM
210
Hanson & Doremus Investment Management
Vermont
– -$37K -8,336 Closed
ME
211
McIlrath & Eck
Washington
– -$29K -6,763 Closed
FANJ
212
Financial Architects (New Jersey)
New Jersey
– -$25K -5,636 Closed
CG
213
Cutler Group
California
– -$16.6K -4,179 -95%
CAW
214
Cornerstone Advisors (Washington)
Washington
– -$15K -3,437 Closed
BL
215
Balentine LLC
Georgia
– -$12K -2,759 Closed
AF
216
Advisornet Financial
Minnesota
– -$10K -2,290 Closed
SHJ
217
Sharkey, Howes & Javer
Colorado
– -$26K -1,127 Closed
W
218
WealthStone
Ohio
– -$4.11K -936 Closed
AC
219
Avestar Capital
New York
– -$1K -689 Closed
SCA
220
Stonebridge Capital Advisors
Minnesota
– -$2K -454 Closed
LWM
221
Liberty Wealth Management
California
– -$2K -398 Closed
GAM
222
Gemmer Asset Management
California
– -$1K -229 Closed
PCP
223
Proficio Capital Partners
Massachusetts
– -$1K -152 Closed
WCM
224
Whitener Capital Management
North Carolina
– -$24 -6 -4%
RFM
225
Royal Fund Management
Florida
– -$8 -2 -4%