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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
576
Geneos Wealth Management
Colorado
– -$8K -100 Closed
SIC
577
Samalin Investment Counsel
New York
– -$8K -100 Closed
CT
578
Clearstead Trust
Maine
– -$8K -96 Closed
CAC
579
Certified Advisory Corp
Florida
– -$3K -40 Closed
EWA
580
Evolution Wealth Advisors
Florida
– -$3K -40 Closed
MIM
581
Macroview Investment Management
Maryland
– -$3K -37 Closed
WT
582
Whittier Trust
California
– -$3K -36 Closed
BBHC
583
Brown Brothers Harriman & Co
New York
– -$3K -35 Closed
CTC
584
Central Trust Company
Missouri
– -$3K -30 Closed
TCWM
585
Total Clarity Wealth Management
Illinois
– -$3K -30 Closed
ADL
586
Asset Dedication LLC
California
– -$2K -26 Closed
WCM
587
Wealthcare Capital Management
Virginia
– -$2K -23 Closed
AssetMark Inc
588
AssetMark Inc
California
– -$1K -11 Closed
FPFS
589
First Personal Financial Services
North Carolina
– -$1K -11 Closed
VCM
590
Versant Capital Management
Arizona
– -$680 -9 -82%
GRP
591
Global Retirement Partners
California
– -$1K -6 Closed
TFO
592
Tarbox Family Office
California
– -$1K -6 Closed
EWM
593
EPG Wealth Management
Georgia
– +$227 +3 New
PCTC
594
Perkins Coie Trust Company
Washington
– +$227 +3 New
CAN
595
Claraphi Advisory Network
United States
– +$453 +6 New
AT
596
Arden Trust
Delaware
– +$680 +9 New