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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
951
MinichMacGregor Wealth Management
New York
$8K +$6.32K +22 New
TWMP
952
Taylor Wealth Management Partners
Massachusetts
$7K
BL
953
Balentine LLC
Georgia
$7K +$1.72K +6 +35%
SIM
954
Sonora Investment Management
Arizona
$6K -$4.6K -16 -47%
PCM
955
Penserra Capital Management
California
$6K +$5.75K +20 New
NSIM
956
North Star Investment Management
Illinois
$5K -$25.6K -89 -86%
CAL
957
Capital Advisors Ltd
Ohio
$5K
NC
958
NewSquare Capital
Pennsylvania
$5K
Carson Wealth (CWM LLC)
959
Carson Wealth (CWM LLC)
Nebraska
$5K +$4.31K +15 New
CCS
960
Crosspoint Capital Strategies
California
$4K -$2.59K -9 -43%
LWA
961
Lenox Wealth Advisors
New York
$4K
SIG
962
Stanford Investment Group
California
$4K
KT
963
Kanaly Trust
Texas
$3K -$7.18K -25 -74%
PFSC
964
Peoples Financial Services Corp
Pennsylvania
$3K
PRS
965
Pinkerton Retirement Specialists
Idaho
$3K
WCM
966
Wealthcare Capital Management
Virginia
$3K
OC
967
Oakworth Capital
Alabama
$3K +$2.59K +9 New
QAM
968
QCI Asset Management
New York
$2K -$28.7K -100 -93%
MFBTD
969
MB Financial Bank - Trust Department
Illinois
$2K -$19.5K -68 -91%
RWM
970
Raffa Wealth Management
District of Columbia
$1.53K
MSFP
971
Mark Sheptoff Financial Planning
Connecticut
$1K -$1.72K -6 -75%
AA
972
AlphaMark Advisors
Kentucky
$1K
DCM
973
Discovery Capital Management
Connecticut
-$204M -697,880 Closed
VAM
974
Vontobel Asset Management
New York
-$90.5M -291,860 Closed
AIM
975
Assured Investment Management
New York
-$78.7M -269,820 Closed