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Broadridge
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIC
801
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$20K | -150 | Closed |
|
|
MWM
802
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| – | -$16K | -125 | Closed |
|
|
AWM
803
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| – | -$15K | -116 | Closed |
|
|
LWA
804
Lenox Wealth Advisors
New York
| – | -$11K | -87 | Closed |
|
|
GSC
805
G&S Capital
Denver,
Colorado
| – | -$11K | -81 | Closed |
|
|
TAIM
806
TD Ameritrade Investment Management
Omaha,
Nebraska
| – | -$6K | -47 | Closed |
|
|
PCFFS
807
Pacific Center for Financial Services
San Ramon,
California
| – | -$5K | -38 | Closed |
|
808
Parallax Volatility Advisers
San Francisco,
California
| – | -$4K | -30 | Closed |
|
|
TC
809
Trilogy Capital
Irvine,
California
| – | -$2K | -16 | Closed |
|
|
VFA
810
Valeo Financial Advisors
Carmel,
Indiana
| – | -$1.19K | -11 | Closed |
|
|
DWM
811
Destination Wealth Management
Walnut Creek,
California
| – | -$1K | -7 | Closed |
|
|
RFM
812
Royal Fund Management
Lady Lake,
Florida
| – | +$541 | +5 | New |
|