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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
676
Samalin Investment Counsel
New York
– -$14K -200 Closed
HM Payson & Co
677
HM Payson & Co
Maine
– -$11K -156 Closed
PWP
678
Personal Wealth Partners
Minnesota
– -$11K -151 Closed
RWA
679
Ropes Wealth Advisors
Massachusetts
– -$11K -150 Closed
GFPC
680
Global Financial Private Capital
Florida
– -$10K -140 Closed
IIA
681
ICW Investment Advisors
Arizona
– -$7K -103 Closed
AC
682
Asio Capital
Kentucky
– -$7K -100 Closed
CBT
683
Capital Bank & Trust
California
– -$6K -85 Closed
Brinker Capital Investments
684
Brinker Capital Investments
Pennsylvania
– -$5K -71 Closed
THWM
685
Taylor Hoffman Wealth Management
Virginia
– -$3K -45 Closed
O'Shaughnessy Asset Management
686
O'Shaughnessy Asset Management
Connecticut
– -$2K -26 Closed
ADL
687
Asset Dedication LLC
California
– -$2K -20 Closed
LFA
688
Lighthouse Financial Advisors
Maryland
– -$1K -20 Closed
WCG
689
Weaver Consulting Group
California
– -$1K -20 Closed
SFSIG
690
San Francisco Sentry Investment Group
California
– -$1K -15 Closed
FEG
691
Financial Enhancement Group
Indiana
– -$1K -12 Closed
CPA
692
Cowen Prime Advisors
New York
– +$65 +1 New
HFA
693
HC Financial Advisors
California
– +$65 +1 New
Bogart Wealth LLC
694
Bogart Wealth LLC
Virginia
– +$196 +3 +75%