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Name Holding Trade Value Shares
Change
Change in
Stake
TI
776
tru Independence
Oregon
-$11 -1,116 Closed
Loomis, Sayles & Company
777
Loomis, Sayles & Company
Massachusetts
-$9K -902 Closed
SIAP
778
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$6K -573 Closed
HGWM
779
Harvest Group Wealth Management
Massachusetts
-$5K -553 Closed
CA
780
Clearstead Advisors
Ohio
-$5K -500 Closed
ZB
781
Zions Bancorporation
Utah
-$5K -487 Closed
PWPS
782
Pinnacle Wealth Planning Services
Ohio
-$4K -369 Closed
CYG
783
Clean Yield Group
Vermont
-$3K -350 Closed
BCMIO
784
Beacon Capital Management Inc (Ohio)
Ohio
-$3K -308 Closed
WT
785
Washington Trust
Rhode Island
-$3K -269 Closed
SIS
786
Sound Income Strategies
Florida
-$3K -267 Closed
RIA
787
RPG Investment Advisory
California
-$2K -214 Closed
SWM
788
Selective Wealth Management
Virginia
-$2K -209 Closed
Jones Financial Companies
789
Jones Financial Companies
Missouri
-$2K -178 Closed
SFSIG
790
San Francisco Sentry Investment Group
California
-$1K -140 Closed
KC
791
Kinloch Capital
Virginia
-$1K -130 Closed
PB
792
Pinnacle Bancorp
Nebraska
-$1K -113 Closed
FPCG
793
Fort Pitt Capital Group
Pennsylvania
-$1K -58 Closed
WCMN
794
Westchester Capital Management (Nebraska)
Nebraska
-$621 -50 -67%
ASBI
795
American State Bank (Iowa)
Iowa
-$205 -21 Closed
BWM
796
Baystate Wealth Management
Massachusetts
+$12 +1 +9%
CAC
797
Certified Advisory Corp
Florida
+$50 +4 New
APWM
798
Atlas Private Wealth Management
New York
+$224 +18 New
HPC
799
HM Payson & Co
Maine
+$373 +30 New
WWMSC
800
Wagner Wealth Management (South Carolina)
South Carolina
+$410 +33 New