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Name Holding Trade Value Shares
Change
Change in
Stake
PPSG
1001
Princeton Portfolio Strategies Group
New Jersey
-$395K -16,215 Closed
GWM
1002
GSB Wealth Management
Connecticut
-$389K -15,955 Closed
AIS
1003
AM Investment Strategies
Tennessee
-$351K -14,407 Closed
SCA
1004
STALEY CAPITAL ADVISERS
Pennsylvania
-$280K -11,494 Closed
MHS
1005
M Holdings Securities
Oregon
-$236K -9,684 Closed
BWG
1006
Beta Wealth Group
California
-$227K -9,319 Closed
TVAMP
1007
Tennessee Valley Asset Management Partners
Tennessee
-$221K -9,073 Closed
WIA
1008
Wealthstreet Investment Advisors
Texas
-$217K -8,909 Closed
AIP
1009
Almanack Investment Partners
Pennsylvania
-$206K -8,461 Closed
GI
1010
GAMCO Investors
Connecticut
-$205K -8,400 Closed
BC
1011
Barnett & Company
Tennessee
-$110K -4,525 Closed
ACM
1012
Allred Capital Management
Texas
-$106K -4,341 Closed
CI
1013
Cordant Inc
Oregon
-$105K -4,308 Closed
VFM
1014
Viking Fund Management
North Dakota
-$88K -3,600 Closed
GSAM
1015
Grant Street Asset Management
Pennsylvania
-$50K -2,046 Closed
MF
1016
Manchester Financial
California
-$33K -1,349 Closed
CAC
1017
Certified Advisory Corp
Florida
-$30K -1,233 Closed
ANBT
1018
American National Bank & Trust
Texas
-$24K -1,000 Closed
KFA
1019
Kelleher Financial Advisors
New York
-$24K -1,000 Closed
VBCG
1020
Valley Brook Capital Group
Pennsylvania
-$24K -1,000 Closed
RWB
1021
RMR Wealth Builders
New Jersey
-$21K -878 Closed
AIM
1022
Arcadia Investment Management
Michigan
-$20K -825 Closed
FP
1023
Fiduciary Planning
Florida
-$20K -823 Closed
CTB
1024
Country Trust Bank
Illinois
-$15K -629 Closed
RWM
1025
RBA Wealth Management
California
-$14K -575 Closed