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Name Holding Trade Value Shares
Change
Change in
Stake
HSA
1351
HBK Sorce Advisory
Pennsylvania
– -$232K -1,930 Closed
BWP
1352
BSW Wealth Partners
Colorado
– -$228K -1,900 Closed
4WM
1353
44 Wealth Management
Oregon
– -$226K -1,878 Closed
RIA
1354
Regal Investment Advisors
Michigan
– -$224K -1,868 Closed
WI
1355
WrapManager Inc
California
– -$219K -1,823 Closed
EH
1356
Equitable Holdings
New York
– -$214K -1,781 Closed
BFM
1357
Boston Financial Management
Massachusetts
– -$204K -1,694 Closed
SIC
1358
Shoker Investment Counsel
Ohio
– -$203K -1,693 Closed
RPWA
1359
Regent Peak Wealth Advisors
Georgia
– -$165K -1,370 Closed
APC
1360
Aspire Private Capital
North Carolina
– -$153K -1,271 Closed
PWM
1361
Perigon Wealth Management
California
– -$132K -1,100 Closed
CAAS
1362
Capital Asset Advisory Services
Michigan
– -$124K -1,031 Closed
RP
1363
Rowlandmiller & Partners
Georgia
– -$113K -941 Closed
D
1364
Diversified
Delaware
– -$82K -803 Closed
VCG
1365
Vantage Consulting Group
Virginia
– -$91K -760 Closed
PWPS
1366
Pinnacle Wealth Planning Services
Ohio
– -$86K -718 Closed
PCA
1367
Peddock Capital Advisors
Massachusetts
– -$81K -672 Closed
CTFG
1368
Capstone Triton Financial Group
Oklahoma
– -$81K -671 Closed
NG
1369
NWK Group
California
– -$66K -548 Closed
APP
1370
Alpha Paradigm Partners
Illinois
– -$65K -543 Closed
SFG
1371
Sowa Financial Group
Rhode Island
– -$48K -400 Closed
LWCFA
1372
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$47K -391 Closed
NL
1373
NKCFO LLC
Illinois
– -$35K -290 Closed
BHWM
1374
Bay Harbor Wealth Management
Maryland
– -$31K -254 Closed
BC
1375
Barnett & Company
Tennessee
– -$29K -247 Closed