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Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
1001
Capital Directions Investment Advisors
Georgia
-$36K -750 Closed
AWA
1002
Arkadios Wealth Advisors
Georgia
-$32K -670 Closed
BII
1003
Bainco International Investors
Massachusetts
-$25K -518 Closed
II
1004
Inspire Investing
Idaho
-$18K -382 Closed
BC
1005
Barnett & Company
Tennessee
-$15K -307 Closed
EI
1006
Ellevest Inc
New York
-$15K -304 Closed
LSA
1007
Lion Street Advisors
Texas
-$12K -254 Closed
QAM
1008
QCI Asset Management
New York
-$12K -253 Closed
PCTC
1009
Perkins Coie Trust Company
Washington
-$12K -242 Closed
WQ
1010
Wealth Quarterback
New Jersey
-$4.63K -177 Closed
PFO
1011
Pathstone Family Office
New Jersey
-$7K -154 Closed
TIM
1012
Tortoise Investment Management
New York
-$5K -106 Closed
WAP
1013
Wealthcare Advisory Partners
Pennsylvania
-$5K -104 Closed
GSWM
1014
Golden State Wealth Management
California
-$4K -90 Closed
MIM
1015
Macroview Investment Management
Maryland
-$4K -80 Closed
TPWA
1016
TRUE Private Wealth Advisors
Oregon
-$3K -78 Closed
CCM
1017
Cribstone Capital Management
Maine
-$3K -55 Closed
PCMK
1018
Paragon Capital Management (Kansas)
Kansas
-$2K -45 Closed
CFFP
1019
Center for Financial Planning
Michigan
-$2K -43 Closed
EWM
1020
EPG Wealth Management
Georgia
-$2K -32 Closed
AA
1021
AlphaMark Advisors
Kentucky
-$1K -29 Closed
LWA
1022
Lowe Wealth Advisors
Maryland
-$1K -24 Closed
BHWM
1023
Bay Harbor Wealth Management
Maryland
-$1K -20 Closed
CAN
1024
Claraphi Advisory Network
United States
-$1K -20 Closed