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Name Holding Trade Value Shares
Change
Change in
Stake
HMS
1651
Hanseatic Management Services
New Mexico
– -$40.5K -695 Closed
DWA
1652
Delos Wealth Advisors
Texas
– -$29.5K -500 Closed
SGC
1653
Slocum, Gordon & Co
Rhode Island
– -$29.1K -500 Closed
BCM
1654
BluePath Capital Management
Georgia
– -$24.5K -420 Closed
RTC
1655
Riverview Trust Company
Washington
– -$24.5K -420 Closed
CSWM
1656
Cassady Schiller Wealth Management
Ohio
– -$19.4K -333 Closed
NC
1657
NewSquare Capital
Pennsylvania
– -$17.1K -294 Closed
CA
1658
Centerpoint Advisors
Massachusetts
– -$17K -293 Closed
HWP
1659
Hibernia Wealth Partners
Louisiana
– -$12.4K -213 Closed
Legacy Financial Group (Iowa)
1660
Legacy Financial Group (Iowa)
Iowa
– -$10.4K -178 Closed
FC
1661
Family CFO
California
– -$8.8K -151 Closed
HCM
1662
Highlander Capital Management
New Jersey
– -$9K -150 Closed
TJHA
1663
Thomas J. Herzfeld Advisors
Florida
– -$8.04K -138 Closed
RCG
1664
Rock Creek Group
District of Columbia
– -$6.82K -117 Closed
ACA
1665
Atlas Capital Advisors
Wyoming
– -$5.54K -95 Closed
WFA
1666
West Financial Advisors
Iowa
– -$2.57K -44 Closed
BFP
1667
Briaud Financial Planning
Texas
– -$2K -41 Closed
GWMIA
1668
Global Wealth Management Investment Advisory
Florida
– -$1.75K -30 Closed
RFA
1669
Register Financial Advisors
Georgia
– -$1.11K -19 Closed
MIM
1670
Macroview Investment Management
Maryland
– -$1.05K -18 Closed
GA
1671
GoalVest Advisory
New York
– -$700 -12 Closed
OP
1672
ORG Partners
Indiana
– -$699 -12 Closed