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Name Holding Trade Value Shares
Change
Change in
Stake
GDP
326
Great Diamond Partners
Maine
– -$9K -2,117 Closed
GRP
327
Global Retirement Partners
California
– -$5K -1,050 Closed
PA
328
Procyon Advisors
Connecticut
– -$5K -1,046 Closed
NFG
329
Next Financial Group
Texas
– -$3K -675 Closed
CI
330
Cordant Inc
Oregon
– -$3K -544 Closed
PCTC
331
Perkins Coie Trust Company
Washington
– -$2K -480 Closed
LSA
332
Lion Street Advisors
Texas
– +$394 +109 New
LWA
333
Lenox Wealth Advisors
New York
– +$637 +176 New