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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