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Name Holding Trade Value Shares
Change
Change in
Stake
ASN
526
Advisory Services Network
Georgia
-$72K -7,931 Closed
BHWM
527
Bay Harbor Wealth Management
Maryland
-$50K -5,542 Closed
KMWM
528
Keudell/Morrison Wealth Management
Oregon
-$927K -4,870 Closed
LAS
529
Lloyd Advisory Services
Georgia
-$41K -4,544 Closed
ClearBridge Investments
530
ClearBridge Investments
New York
-$17K -1,920 Closed
PCM
531
Prelude Capital Management
New York
-$16K -1,714 Closed
AFAS
532
Acorn Financial Advisory Services
Virginia
-$248K -1,301 Closed
SWM
533
Sugarloaf Wealth Management
Georgia
-$10K -1,118 Closed
AT
534
Arden Trust
Delaware
-$10K -1,059 Closed
GCM
535
Gables Capital Management
Florida
-$9K -1,037 Closed
LC
536
Lindbrook Capital
California
-$9K -957 Closed
PFO
537
Pathstone Family Office
New Jersey
-$8K -857 Closed
GFPC
538
Global Financial Private Client
Florida
-$5.65K -705 Closed
KFI
539
Key Financial Inc
Pennsylvania
-$7K -700 Closed
MCM
540
McMillion Capital Management
North Carolina
-$6K -672 Closed
CFG
541
Citizens Financial Group
Rhode Island
-$5K -506 Closed
EW
542
Evoke Wealth
California
-$3.77K -420 -91%
CT
543
Caldwell Trust
Florida
-$2.72K -300 Closed
LSA
544
Lion Street Advisors
Texas
-$3K -280 Closed
GWS
545
Glassman Wealth Services
Virginia
-$2K -241 Closed
SFSIG
546
San Francisco Sentry Investment Group
California
-$2K -233 Closed
AIC
547
Ameritas Investment Company
Nebraska
-$2K -204 Closed
SC
548
Steph & Co
Wisconsin
-$2K -200 Closed
SMFS
549
Squar Milner Financial Services
California
-$1K -171 Closed
BWM
550
BerganKDV Wealth Management
Minnesota
-$1K -97 Closed