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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
751
Valley Wealth Managers
New Jersey
– -$11K -125 Closed
CJL
752
Cyrus J. Lawrence
New York
– -$10K -115 Closed
EA
753
Evolution Advisers
Virginia
– -$9K -100 Closed
GWMIA
754
Global Wealth Management Investment Advisory
Florida
– -$9K -100 Closed
COCM
755
Charter Oak Capital Management
New Hampshire
– -$5K -51 Closed
CB
756
CNB Bank
Pennsylvania
– -$4K -50 Closed
RG
757
Retirement Group
California
– -$4.8K -50 -94%
VCM
758
Vigilant Capital Management
Maine
– -$4K -50 Closed
CFGS
759
Concourse Financial Group Securities
Alabama
– -$3.65K -38 Closed
GKIM
760
GW&K Investment Management
Massachusetts
– -$3K -31 Closed
PMFA
761
Plante Moran Financial Advisors
Michigan
– -$2K -28 Closed
BWL
762
Bogart Wealth LLC
Virginia
– -$2K -27 Closed
HF
763
Halpern Financial
Virginia
– -$2.23K -25 Closed
SFG
764
Steward Financial Group
Texas
– -$1K -14 Closed
SCA
765
Stonebridge Capital Advisors
Minnesota
– -$1K -13 Closed
ODG
766
O'Dell Group
Ohio
– -$1K -10 Closed
CWM
767
Curi Wealth Management
North Carolina
– -$1K -9 Closed
S
768
Surevest
California
– -$1K -9 Closed
FBT
769
First Bank & Trust
South Dakota
– -$1K -7 Closed
FCB
770
First Command Bank
Texas
– -$1K -5 Closed
FCFS
771
First Command Financial Services
Texas
– -$1K -5 Closed
RIM
772
Rockbridge Investment Management
New York
– -$268 -3 Closed
CG
773
Cutler Group
California
– +$96 +1 +25%
EC
774
EdgeRock Capital
Colorado
– +$192 +2 New
IAS
775
IMA Advisory Services
Colorado
– +$192 +2 New