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Name Holding Trade Value Shares
Change 		Change in
Stake
UCB
1976
United Community Bank
South Carolina
– -$6.88K -112 Closed
AWM
1977
Ameliora Wealth Management
Switzerland
– -$6.14K -100 Closed
DCM
1978
Davidson Capital Management
Texas
– -$5.83K -95 Closed
SHIM
1979
Stone House Investment Management
Pennsylvania
– -$5.71K -93 Closed
RBC
1980
Roble Belko & Company
Pennsylvania
– -$5.58K -91 Closed
SSG
1981
Summit Securities Group
New York
– -$5K -87 Closed
QT
1982
Quantbot Technologies
New York
– -$5.22K -85 Closed
AWM
1983
Able Wealth Management
New Jersey
– -$4.3K -70 Closed
GWMIA
1984
Global Wealth Management Investment Advisory
Florida
– -$4.3K -70 Closed
PO
1985
Private Ocean
California
– -$3.07K -50 Closed
RAM
1986
Riggs Asset Management
Pennsylvania
– -$3.07K -50 Closed
FBC
1987
Fairfield, Bush & Co
Connecticut
– -$2.46K -40 Closed
BWM
1988
BKM Wealth Management
Wisconsin
– -$1.84K -30 Closed
LFA
1989
Level Financial Advisors
New York
– -$1.84K -30 Closed
NFA
1990
Northwest Financial Advisors
Virginia
– -$1.84K -30 Closed
GG
1991
Greenwood Gearhart
Arkansas
– -$1.97K -26 Closed
AT
1992
Arlington Trust
Alabama
– -$1.47K -24 Closed
LPP
1993
Life Planning Partners
Florida
– -$1.41K -23 Closed
CI
1994
Cordant Inc
Oregon
– -$737 -12 Closed
DWA
1995
Delos Wealth Advisors
Texas
– -$369 -6 Closed
CFG
1996
CKW Financial Group
Hawaii
– +$307 +5 New
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