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Name Holding Trade Value Shares
Change
Change in
Stake
USGIU
951
U.S. Global Investors (USGI)
Texas
-$155K -6,000 Closed
KCM
952
Kathmere Capital Management
Pennsylvania
-$148K -5,720 Closed
PWPS
953
Pinnacle Wealth Planning Services
Ohio
-$106K -4,070 Closed
NIM
954
NuWave Investment Management
New Jersey
-$93K -3,610 Closed
O
955
Ossiam
France
-$86K -3,340 Closed
TLFA
956
True Link Financial Advisors
California
-$84K -3,230 Closed
VCG
957
Vantage Consulting Group
Virginia
-$81K -3,110 Closed
1IA
958
1834 Investment Advisors
Wisconsin
-$78K -3,000 Closed
IA
959
Inspire Advisors
Idaho
-$73K -2,830 Closed
PFO
960
Pathstone Family Office
New Jersey
-$62K -2,380 Closed
KC
961
Kinloch Capital
Virginia
-$60K -2,330 Closed
RPWA
962
Regent Peak Wealth Advisors
Georgia
-$47K -1,830 Closed
CAAS
963
Capital Asset Advisory Services
Michigan
-$44K -1,710 Closed
ICP
964
Interchange Capital Partners
Pennsylvania
-$38K -1,500 Closed
BWM
965
Birchcreek Wealth Management
Ohio
-$34K -1,350 Closed
WOSD
966
WFA of San Diego
California
-$258 -1,000 Closed
CCA
967
Childress Capital Advisors
Texas
-$19K -740 Closed
FWM
968
FSA Wealth Management
Massachusetts
-$14K -550 Closed
LWA
969
Lenox Wealth Advisors
New York
-$12K -460 Closed
AA
970
Ancora Advisors
Ohio
-$10K -400 Closed
OIA
971
Optimum Investment Advisors
Illinois
-$9K -350 Closed
DWM
972
Defined Wealth Management
Oregon
-$7K -270 Closed
TPWA
973
TRUE Private Wealth Advisors
Oregon
-$5K -230 Closed
NG
974
NWK Group
California
-$2K -80 Closed
IWP
975
IAG Wealth Partners
Wisconsin
-$2K -70 Closed