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Name Holding Trade Value Shares
Change
Change in
Stake
VVP
451
Venture Visionary Partners
Ohio
-$20.5K -206 Closed
SWM
452
SeaCrest Wealth Management
New York
-$17K -171 Closed
GI
453
Gradient Investments
Minnesota
-$10K -105 Closed
MS
454
Marshall & Sullivan
Washington
-$9K -100 Closed
CCM
455
Chilton Capital Management
Texas
-$9K -95 Closed
CLOS
456
Compagnie Lombard Odier SCmA
Switzerland
-$9K -90 Closed
TCWM
457
Total Clarity Wealth Management
Illinois
-$5K -50 Closed
AP
458
Arlington Partners
Alabama
-$4K -45 Closed
BMD
459
Better Money Decisions
New Mexico
-$4K -42 Closed
FBT
460
First Bank & Trust
South Dakota
-$3K -33 Closed
SFG
461
Steward Financial Group
Texas
-$3K -33 Closed
HDIM
462
Hanson & Doremus Investment Management
Vermont
-$3K -29 Closed
CWP
463
Concord Wealth Partners
Virginia
-$2K -22 Closed
AA
464
Ancora Advisors
Ohio
-$2K -17 Closed
PMFA
465
Plante Moran Financial Advisors
Michigan
-$2K -15 Closed
Jones Financial Companies
466
Jones Financial Companies
Missouri
-$1K -12 Closed
CAL
467
Capital Advisors Ltd
Ohio
-$336 -3 -60%
GWS
468
Glassman Wealth Services
Virginia
+$112 +1 New
PA
469
PSI Advisors
Florida
+$448 +4 New
BTI
470
Blue Trust Inc
Georgia
+$897 +8 New