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Name Holding Trade Value Shares
Change
Change in
Stake
ANBT
726
American National Bank & Trust
Texas
– -$1K -15 Closed
NEAM
727
New England Asset Management
Connecticut
– -$1K -12 Closed
HCM
728
Horrell Capital Management
Arkansas
– -$1K -10 Closed
CAC
729
Certified Advisory Corp
Florida
– -$1K -8 Closed
PO
730
Private Ocean
California
– -$649 -8 -73%
M
731
MOTCO
Texas
– -$1K -7 Closed
MSFP
732
Mark Sheptoff Financial Planning
Connecticut
– -$325 -4 -50%
CFD
733
Creative Financial Designs
Indiana
– -$243 -3 -50%
JPLA
734
Joseph P. Lucia & Associates
New York
– -$162 -2 -25%
BA
735
Bellwether Advisors
Nebraska
– -$81 -1 -25%
CIA
736
Cascade Investment Advisors
Oregon
– -$79 -1 Closed
ADL
737
Asset Dedication LLC
California
– +$81 +1 +5%
CAM
738
Costello Asset Management
Pennsylvania
– +$81 +1 New
MIFH
739
Migdal Insurance & Financial Holdings
Israel
– +$81 +1 New
1IA
740
1834 Investment Advisors
Wisconsin
– +$162 +2 New
CHC
741
City Holding Co
West Virginia
– +$162 +2 New
LWANC
742
Laurel Wealth Advisors (North Carolina)
North Carolina
– +$162 +2 New
RDWM
743
Red Door Wealth Management
Tennessee
– +$162 +2 New
CDIA
744
Capital Directions Investment Advisors
Georgia
– +$243 +3 New
DWA
745
Dougherty Wealth Advisers
Minnesota
– +$325 +4 New
SB
746
Strategic Blueprint
Georgia
– +$325 +4 New