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Name Holding Trade Value Shares
Change
Change in
Stake
CFB
351
Cullen/Frost Bankers
Texas
-$22K -600 Closed
BCM
352
Bourgeon Capital Management
Connecticut
-$19K -525 Closed
FIA
353
FNY Investment Advisers
New York
-$13K -378 Closed
T
354
TCWP
Ohio
-$10K -295 Closed
FAG
355
Fortitude Advisory Group
Washington
-$8K -205 Closed
MSFP
356
Mark Sheptoff Financial Planning
Connecticut
-$7K -200 Closed
SWM
357
Spire Wealth Management
Virginia
-$7K -200 Closed
EWA
358
EverSource Wealth Advisors
Alabama
-$5K -132 Closed
Allspring Global Investments
359
Allspring Global Investments
North Carolina
-$3K -105 Closed
ACM
360
Aquatic Capital Management
Illinois
-$4K -100 Closed
BAM
361
Byrne Asset Management
New Jersey
-$4K -100 Closed
MA
362
MUFG Americas
New York
-$3K -79 Closed
PCA
363
Providence Capital Advisors
North Carolina
-$3K -73 Closed
BBPWM
364
Blue Bell Private Wealth Management
Pennsylvania
-$2K -61 Closed
GWS
365
Glassman Wealth Services
Virginia
-$1.03K -45 -68%
PWMG
366
Prestige Wealth Management Group
New Jersey
-$1K -35 Closed
TFO
367
Tarbox Family Office
California
-$1K -34 Closed
COCM
368
Charter Oak Capital Management
New Hampshire
-$1K -32 Closed
HNB
369
Huntington National Bank
Ohio
-$367 -16 -94%
CAL
370
Capital Advisors Ltd
Ohio
-$115 -5 -31%
AF
371
Allworth Financial
California
-$46 -2 -18%
DI
372
Disciplined Investments
Oklahoma
-$46 -2 -40%
CA
373
CoreCap Advisors
Michigan
+$160 +7 New
SFG
374
Steward Financial Group
Texas
+$160 +7 New
SC
375
Schubert & Co
Texas
+$321 +14 +280%