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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
801
SevenBridge Financial Group
Pennsylvania
-$112K -2,033 Closed
WCA
802
Windsor Creek Advisors
Vermont
-$110K -2,000 Closed
AC
803
Avestar Capital
New York
-$87K -1,993 Closed
ESB
804
Essex Savings Bank
Connecticut
-$82K -1,490 Closed
TNBTD
805
Trustmark National Bank Trust Department
Mississippi
-$72K -1,310 Closed
AOWM
806
Alpha Omega Wealth Management
Virginia
-$57K -1,034 Closed
YWP
807
YorkBridge Wealth Partners
New York
-$52K -941 Closed
TPWA
808
TRUE Private Wealth Advisors
Oregon
-$44K -808 Closed
HIIFS
809
Harel Insurance Investments & Financial Services
Israel
-$44K -800 Closed
DWM
810
Destination Wealth Management
California
-$28K -500 Closed
ACS
811
Archford Capital Strategies
Illinois
-$27K -495 Closed
PRC
812
Pearl River Capital
Michigan
-$23K -426 Closed
SWP
813
Strategic Wealth Partners
Ohio
-$17K -320 Closed
PCP
814
Proficio Capital Partners
Massachusetts
-$16K -289 Closed
DWM
815
Doyle Wealth Management
Florida
-$8K -150 Closed
RCG
816
Ruggie Capital Group
Florida
-$7K -130 Closed
TFS
817
TrustCore Financial Services
Tennessee
-$5K -82 Closed
CBT
818
Capital Bank & Trust
California
-$4K -66 Closed
SFA
819
Semmax Financial Advisors
North Carolina
-$3K -60 Closed
MWM
820
Mascoma Wealth Management
New Hampshire
-$2K -30 Closed
EWM
821
Executive Wealth Management
Michigan
-$1K -25 Closed
VCM
822
Vigilant Capital Management
Maine
-$1K -25 Closed
NCM
823
Next Capital Management
New York
-$1K -12 Closed
W
824
WealthStone
Ohio
-$440 -8 Closed
AS
825
Altshuler Shaham
Israel
+$261 +5 New