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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1301
SeaCrest Wealth Management
New York
– -$203K -772 Closed
RPWA
1302
Regent Peak Wealth Advisors
Georgia
– -$173K -656 Closed
PWM
1303
Perigon Wealth Management
California
– -$148K -561 Closed
Capstone Investment Advisors
1304
Capstone Investment Advisors
New York
– -$114K -441 Closed
TPWA
1305
TRUE Private Wealth Advisors
Oregon
– -$112K -427 Closed
ARMC
1306
American Research & Management Company
Massachusetts
– -$105K -400 Closed
NR
1307
Newfound Research
Massachusetts
– -$103K -391 Closed
PCA
1308
Peddock Capital Advisors
Massachusetts
– -$87K -331 Closed
DWM
1309
Defined Wealth Management
Oregon
– -$59K -225 Closed
CTFG
1310
Capstone Triton Financial Group
Oklahoma
– -$56K -213 Closed
LGA
1311
Lebenthal Global Advisors
New York
– -$52K -200 Closed
TI
1312
tru Independence
Oregon
– -$39 -151 Closed
GC
1313
Grace Capital
Massachusetts
– -$26K -100 Closed
VCG
1314
Vantage Consulting Group
Virginia
– -$23K -89 Closed
AIL
1315
AGF Investments LLC
Ontario, Canada
– -$22K -84 Closed
ICP
1316
Interchange Capital Partners
Pennsylvania
– -$18K -71 Closed
FWM
1317
FSA Wealth Management
Massachusetts
– -$16K -60 Closed
CWM
1318
Curi Wealth Management
North Carolina
– -$11K -42 Closed
KC
1319
Kinloch Capital
Virginia
– -$8K -31 Closed
AA
1320
AlphaMark Advisors
Kentucky
– -$8K -29 Closed
SIAG
1321
Safeguard Investment Advisory Group
California
– -$6K -25 Closed
MIM
1322
Merrion Investment Management
New Jersey
– -$4K -17 Closed
MFT
1323
Moisand Fitzgerald Tamayo
Florida
– -$2K -9 Closed
BWA
1324
Burt Wealth Advisors
Maryland
– -$2K -8 Closed
GWMIA
1325
Global Wealth Management Investment Advisory
Florida
– -$2K -8 Closed