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Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
1876
Loomis, Sayles & Company
Massachusetts
– -$55.2K -615 Closed
ATS
1877
Ashton Thomas Securities
New York
– -$46.4K -517 Closed
GFWA
1878
Grey Fox Wealth Advisors
Delaware
– -$45.8K -510 Closed
FFWM
1879
Future Financial Wealth Management
Ohio
– -$44.9K -500 Closed
CWM
1880
Crowley Wealth Management
Delaware
– -$33.3K -371 Closed
MAM
1881
MMA Asset Management
Pennsylvania
– -$31.3K -348 Closed
MFG
1882
Mendota Financial Group
Wisconsin
– -$28.7K -320 Closed
HWA
1883
Heartwood Wealth Advisors
Virginia
– -$26.9K -300 Closed
EDRH
1884
Edmond de Rothschild Holding
Switzerland
– -$26.6K -296 Closed
SC
1885
Solstein Capital
California
– -$18.9K -211 Closed
CAL
1886
Capital Advisors Ltd
Ohio
– -$17.9K -194 -71%
OA
1887
Operose Advisors
Wisconsin
– -$10.8K -120 Closed
TIM
1888
Tortoise Investment Management
New York
– -$10.3K -115 Closed
TCM
1889
TruNorth Capital Management
Michigan
– -$8.97K -100 Closed
HFS
1890
Hopwood Financial Services
Virginia
– -$6.73K -75 Closed
CWM
1891
Copia Wealth Management
Oregon
– -$6.37K -71 Closed
CCMI
1892
Creative Capital Management Investments
California
– -$5.72K -64 Closed
HHGA
1893
Halbert Hargrove Global Advisors
California
– -$4.4K -49 Closed
BMC
1894
Bear Mountain Capital
Washington
– -$4.44K -47 Closed
SIS
1895
Strategic Investment Solutions
Illinois
– -$3.77K -42 Closed
KFP
1896
Keener Financial Planning
Texas
– -$3K -38 Closed
APM
1897
Advanced Portfolio Management
New York
– -$3.23K -36 Closed
JWM
1898
JPL Wealth Management
Colorado
– -$2.78K -31 Closed
VWA
1899
VSM Wealth Advisory
Maryland
– -$2.68K -30 Closed
DFC
1900
DB Fitzpatrick & Co
Idaho
– -$1.79K -20 Closed