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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
501
Dupont Capital Management
Delaware
-$60K -1,323 Closed
WCG
502
Weaver Consulting Group
California
-$54K -1,190 Closed
SQA
503
Simon Quick Advisors
New Jersey
-$51K -1,125 Closed
JG
504
Jefferies Group
New York
-$43K -936 Closed
FL
505
Fort LP
Maryland
-$35K -764 Closed
PWMG
506
Prestige Wealth Management Group
New Jersey
-$31K -680 Closed
GRP
507
Global Retirement Partners
California
-$20K -439 Closed
FANJ
508
Financial Architects (New Jersey)
New Jersey
-$14K -316 Closed
PFO
509
Pathstone Family Office
New Jersey
-$12K -271 Closed
GSWM
510
Golden State Wealth Management
California
-$11K -250 Closed
SF
511
Synovus Financial
Georgia
-$10.2K -232 -98%
AIM
512
AIA Investment Management
Singapore
-$9K -208 Closed
CFB
513
Cullen/Frost Bankers
Texas
-$5K -120 Closed
NFG
514
Next Financial Group
Texas
-$3K -73 Closed
HF
515
Halpern Financial
Virginia
-$3.18K -70 Closed
HFM
516
Hartford Financial Management
Connecticut
-$3K -65 Closed
AW
517
Avion Wealth
Texas
-$2K -47 Closed
EWM
518
Edge Wealth Management
New York
-$1K -30 Closed
LSA
519
Lion Street Advisors
Texas
-$1K -26 Closed
PW
520
Price Wealth
Texas
-$1K -20 Closed
BWM
521
BerganKDV Wealth Management
Minnesota
-$570 -13 -76%
WQ
522
Wealth Quarterback
New Jersey
-$591 -13 Closed
VCM
523
Versant Capital Management
Arizona
-$219 -5 -26%
TCM
524
Tradewinds Capital Management
Washington
+$438 +10 New