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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
526
Spire Wealth Management
Virginia
-$33K -292 Closed
GWSG
527
GPS Wealth Strategies Group
Colorado
-$15K -137 Closed
TFO
528
Tarbox Family Office
California
-$13K -111 Closed
FPS
529
Fieldpoint Private Securities
Connecticut
-$12K -105 Closed
DC
530
DeDora Capital
California
-$9K -83 Closed
GAM
531
Gemmer Asset Management
California
-$6K -56 Closed
FAG
532
Fortitude Advisory Group
Washington
-$6K -50 Closed
CI
533
Cordant Inc
Oregon
-$5K -41 Closed
GI
534
Gradient Investments
Minnesota
-$4K -34 Closed
PMFA
535
Plante Moran Financial Advisors
Michigan
-$3K -28 Closed
JPLA
536
Joseph P. Lucia & Associates
New York
-$3K -26 Closed
NICM
537
Neo Ivy Capital Management
New York
-$2K -26 Closed
T
538
TCWP
Ohio
-$2K -24 Closed
PFS
539
Prospera Financial Services
Texas
-$2K -22 Closed
SWA
540
SOA Wealth Advisors
New York
-$1K -11 Closed
Koshinski Asset Management
541
Koshinski Asset Management
Illinois
-$1.02K -9 Closed
AF
542
Advisornet Financial
Minnesota
-$1K -5 Closed
CAL
543
Capital Advisors Ltd
Ohio
-$1K -5 Closed
LF
544
Lee Financial
Texas
+$202 +2 New
BIA
545
Bell Investment Advisors
California
+$607 +6 New