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Name Holding Trade Value Shares
Change
Change in
Stake
FAT
776
First American Trust
California
-$206K -3,755 Closed
MAFM
777
Mid Atlantic Financial Management
Pennsylvania
-$202K -3,682 Closed
Group One Trading
778
Group One Trading
Illinois
-$199K -3,565 Closed
RWA
779
Ropes Wealth Advisors
Massachusetts
-$125K -2,273 Closed
KCM
780
Kathmere Capital Management
Pennsylvania
-$112K -2,044 Closed
CYG
781
Clean Yield Group
Vermont
-$82K -1,500 Closed
VCG
782
Vantage Consulting Group
Virginia
-$60K -1,087 Closed
ETC
783
Exchange Traded Concepts
Oklahoma
-$60K -1,084 Closed
FFG
784
Fortem Financial Group
California
-$58K -1,059 Closed
KPCM
785
Kings Point Capital Management
New York
-$57K -1,038 Closed
PWPS
786
Pinnacle Wealth Planning Services
Ohio
-$54K -990 Closed
RPWA
787
Regent Peak Wealth Advisors
Georgia
-$51K -920 Closed
PWM
788
Perigon Wealth Management
California
-$46K -834 Closed
TPWA
789
TRUE Private Wealth Advisors
Oregon
-$43K -784 Closed
CCA
790
Childress Capital Advisors
Texas
-$25K -455 Closed
Parallax Volatility Advisers
791
Parallax Volatility Advisers
California
-$24K -434 Closed
LGA
792
Lebenthal Global Advisors
New York
-$7K -130 Closed
TFGT
793
TS Financial Group (TSFG)
Illinois
-$4K -79 Closed
MA
794
MUFG Americas
New York
-$1K -10 Closed
MWM
795
Mascoma Wealth Management
New Hampshire
+$56 +1 New