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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2401
Confluence Wealth Management
Oregon
– -$344K -2,816 Closed
TFS
2402
TrustCore Financial Services
Tennessee
– -$335K -2,743 Closed
PTC
2403
Petrus Trust Company
Texas
– -$333K -2,720 Closed
NP
2404
Ninepoint Partners
Ontario, Canada
– -$322K -2,630 Closed
FSA
2405
Financial Services Advisory
Maryland
– -$305K -2,495 Closed
CWSR
2406
Chessman Wealth Strategies RIA
Texas
– -$303K -2,481 Closed
CRB
2407
Chad R. Baker
– -$302K -2,472 Closed
FDCC
2408
Foster Dykema Cabot & Co
Massachusetts
– -$286K -2,340 Closed
FC
2409
Fulcrum Capital
Washington
– -$284K -2,326 Closed
PFC
2410
Personal Financial Consultants
California
– -$283K -2,316 Closed
CANY
2411
Caxton Associates (New York)
New York
– -$283K -2,314 Closed
HFA
2412
Huber Financial Advisors
Illinois
– -$272K -2,225 Closed
WA
2413
Wealth Architects
California
– -$257K -2,101 Closed
VFPI
2414
Vantage Financial Partners (Illinois)
Illinois
– -$257K -2,100 Closed
IIA
2415
IPG Investment Advisors
California
– -$255K -2,086 Closed
BMCM
2416
Bryn Mawr Capital Management
Pennsylvania
– -$245K -2,005 Closed
KJHP
2417
K.J. Harrison & Partners
Ontario, Canada
– -$245K -2,000 Closed
MA
2418
MANA Advisors
New York
– -$238K -1,946 Closed
Vanguard Capital Wealth Advisors
2419
Vanguard Capital Wealth Advisors
Colorado
– -$235K -1,928 Closed
NIM
2420
NuWave Investment Management
New Jersey
– -$231K -1,888 Closed
WTFG
2421
Wells Trecaso Financial Group
Ohio
– -$216K -1,872 Closed
XS
2422
XR Securities
Illinois
– -$217K -1,872 Closed
BRA
2423
Bender Robert & Associates
California
– -$226K -1,845 Closed
DWM
2424
Dorchester Wealth Management
Quebec, Canada
– -$225K -1,838 Closed
MF
2425
Magnetar Financial
Illinois
– -$223K -1,821 Closed