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Name Holding Trade Value Shares
Change
Change in
Stake
SP
1101
Successful Portfolios
Florida
– -$216K -6,585 Closed
DA
1102
Duality Advisers
Florida
– -$216K -6,577 Closed
KCM
1103
Kathmere Capital Management
Pennsylvania
– -$212K -6,471 Closed
CAM
1104
Claret Asset Management
Quebec, Canada
– -$211K -6,439 Closed
PIM
1105
Perpetual Investment Management
Australia
– -$210K -6,404 Closed
BHWM
1106
Bar Harbor Wealth Management
New Hampshire
– -$209K -6,351 Closed
NL
1107
NWAM LLC
Washington
– -$200K -6,334 Closed
SWM
1108
SeaCrest Wealth Management
New York
– -$207K -6,324 Closed
AWM
1109
Affinity Wealth Management
Delaware
– -$200K -6,307 Closed
GWM
1110
Gitterman Wealth Management
New Jersey
– -$204K -6,294 Closed
WF
1111
Welch & Forbes
Massachusetts
– -$203K -6,190 Closed
MPI
1112
Mairs & Power Inc
Minnesota
– -$202K -6,171 Closed
NP
1113
NorthRock Partners
Minnesota
– -$202K -6,169 Closed
HPWM
1114
Highland Private Wealth Management
Washington
– -$202K -6,156 Closed
LCC
1115
Lincoln Capital Corp
Rhode Island
– -$201K -6,143 Closed
CPSAC
1116
Chas P. Smith & Associates (CPS)
Florida
– -$201K -6,133 Closed
BFM
1117
Boothbay Fund Management
New York
– -$188K -6,128 Closed
BEI
1118
Benjamin Edwards Inc
Missouri
– -$174K -5,305 Closed
CSPIA
1119
Cary Street Partners Investment Advisory
Virginia
– -$143K -4,347 Closed
HFS
1120
Heritage Financial Services
Massachusetts
– -$124K -3,795 Closed
CI
1121
CX Institutional
Indiana
– -$110K -3,341 Closed
PFGIA
1122
Patriot Financial Group Insurance Agency
Massachusetts
– -$103K -3,137 Closed
CA
1123
CoreCap Advisors
Michigan
– -$92K -2,795 Closed
AW
1124
ACG Wealth
Georgia
– -$85K -2,579 Closed
GLLW
1125
Graves Light Lenhart Wealth
Virginia
– -$73K -2,225 Closed