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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
601
S.A. Mason
Michigan
– -$89K -850 Closed
AL
602
ADE LLC
Maryland
– -$74K -705 Closed
ICP
603
Interchange Capital Partners
Pennsylvania
– -$54K -517 Closed
VCG
604
Vantage Consulting Group
Virginia
– -$53K -502 Closed
LGA
605
Lebenthal Global Advisors
New York
– -$41K -398 Closed
CCA
606
Childress Capital Advisors
Texas
– -$35K -335 Closed
ACA
607
Atlas Capital Advisors
Wyoming
– -$31.4K -299 Closed
SFG
608
Sowa Financial Group
Rhode Island
– -$30K -290 Closed
SIM
609
Seaview Investment Managers
Florida
– -$29K -285 Closed
LAS
610
Lloyd Advisory Services
Georgia
– -$29K -278 Closed
M
611
MOTCO
Texas
– -$25K -238 Closed
RPWA
612
Regent Peak Wealth Advisors
Georgia
– -$20K -187 Closed
GRP
613
Global Retirement Partners
California
– -$19K -176 Closed
PWPS
614
Pinnacle Wealth Planning Services
Ohio
– -$13K -126 Closed
FCH
615
Freestone Capital Holdings
Washington
– -$11.7K -111 Closed
HIM
616
Hillsdale Investment Management
Ontario, Canada
– -$9K -90 Closed
CYG
617
Clean Yield Group
Vermont
– -$8K -75 Closed
GI
618
Gradient Investments
Minnesota
– -$5K -59 Closed
D
619
Diversified
Delaware
– -$4K -49 Closed
ETC
620
Exchange Traded Concepts
Oklahoma
– -$2K -22 Closed
MA
621
MUFG Americas
New York
– -$2K -19 Closed
BWA
622
Burt Wealth Advisors
Maryland
– -$2K -18 Closed
SFO
623
Standard Family Office
South Dakota
– -$1K -14 Closed
JWM
624
Janiczek Wealth Management
Colorado
– -$1K -10 Closed
TF
625
Tompkins Financial
New York
– -$1K -10 Closed