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Name Holding Trade Value Shares
Change
Change in
Stake
RFC
451
Regions Financial Corp
Alabama
– -$129K -25,340 Closed
TWM
452
Trueblood Wealth Management
Ohio
– -$99K -19,412 Closed
SWTS
453
Stonehaven Wealth & Tax Solutions
Wisconsin
– -$79.7K -15,625 Closed
Wealth Enhancement Advisory Services
454
Wealth Enhancement Advisory Services
Minnesota
– -$74.6K -15,612 Closed
EWA
455
EP Wealth Advisors
California
– -$67.4K -13,222 Closed
FIA
456
Foundations Investment Advisors
Arizona
– -$65.5K -12,852 Closed
Vanguard Capital Wealth Advisors
457
Vanguard Capital Wealth Advisors
Colorado
– -$63.8K -12,500 Closed
CFP
458
Cascade Financial Partners
California
– -$61.4K -12,048 Closed
Stifel Financial
459
Stifel Financial
Missouri
– -$60.2K -11,807 Closed
ECM
460
Evergreen Capital Management
Washington
– -$56.9K -11,152 Closed
CG
461
Caprock Group
Idaho
– -$55.9K -10,964 Closed
CIA
462
Concurrent Investment Advisors
Florida
– -$55.5K -10,885 Closed
DTL
463
Dynamic Technology Lab
Singapore
– -$51K -10,000 Closed
WAU
464
Wellington-Altus USA
Manitoba, Canada
– -$35.7K -7,000 Closed
SAG
465
SageView Advisory Group
California
– -$19.8K -3,879 Closed
PMFA
466
Plante Moran Financial Advisors
Michigan
– -$10.2K -2,000 Closed
VWM
467
Vermillion Wealth Management
Minnesota
– -$10.2K -2,000 Closed
RAM
468
Reflection Asset Management
South Carolina
– -$5.38K -1,100 Closed
FGAM
469
Financial Gravity Asset Management
Texas
– -$5.1K -1,000 Closed
CTC
470
Central Trust Company
Missouri
– -$3.06K -600 Closed
WAM
471
Weiss Asset Management
Massachusetts
– -$3K -595 Closed
CIA
472
Cape Investment Advisory
Georgia
– -$2.75K -540 Closed
GAFA
473
Garton & Associates Financial Advisors
Kentucky
– -$2.55K -500 Closed
TPBG
474
Turning Point Benefit Group
Maryland
– -$2.39K -469 Closed
NECFA
475
New England Capital Financial Advisors
Connecticut
– -$1.34K -262 Closed