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Name Holding Trade Value Shares
Change
Change in
Stake
WC
526
Weil Company
California
– -$47K -1,575 Closed
AIC
527
Ameritas Investment Company
Nebraska
– -$27K -897 Closed
AM
528
Atwater Malick
Pennsylvania
– -$15K -500 Closed
HCM
529
Hilton Capital Management
New York
– -$15K -500 Closed
CFD
530
Creative Financial Designs
Indiana
– -$12.5K -456 -100%
CFB
531
Cullen/Frost Bankers
Texas
– -$9K -285 Closed
CIAS
532
Capital Investment Advisory Services
North Carolina
– -$8K -258 Closed
AIS
533
AlphaOne Investment Services
Pennsylvania
– -$7K -250 Closed
AF
534
Advisornet Financial
Minnesota
– -$6K -200 Closed
EWA
535
Evolution Wealth Advisors
Florida
– -$5K -183 Closed
IRC
536
Investors Research Corp
Georgia
– -$5K -158 Closed
GWAG
537
Garrett Wealth Advisory Group
Texas
– -$4.7K -157 Closed
PO
538
Private Ocean
California
– -$5K -148 Closed
NIC
539
Northwest Investment Counselors
Oregon
– -$4K -140 Closed
CCMW
540
Cypress Capital Management (Wyoming)
Wyoming
– -$3K -100 Closed
EI
541
Ellevest Inc
New York
– -$3K -100 Closed
FPFS
542
First Personal Financial Services
North Carolina
– -$1K -24 Closed
GSWM
543
Golden State Wealth Management
California
– -$1K -23 Closed
HIA
544
Harbor Investment Advisory
Maryland
– +$110 +4 New
LPWM
545
Lake Point Wealth Management
Texas
– +$110 +4 New
AssetMark Inc
546
AssetMark Inc
California
– +$164 +6 New
LWA
547
Lenox Wealth Advisors
New York
– +$164 +6 New
PA
548
PSI Advisors
Florida
– +$713 +26 New