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Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
751
Graves Light Lenhart Wealth
Virginia
-$14K -155 Closed
VWM
752
Valley Wealth Managers
New Jersey
-$11K -125 Closed
CJL
753
Cyrus J. Lawrence
New York
-$10K -115 Closed
EA
754
Evolution Advisers
Virginia
-$9K -100 Closed
GWMIA
755
Global Wealth Management Investment Advisory
Florida
-$9K -100 Closed
COCM
756
Charter Oak Capital Management
New Hampshire
-$5K -51 Closed
CB
757
CNB Bank
Pennsylvania
-$4K -50 Closed
RG
758
Retirement Group
California
-$4.8K -50 -94%
VCM
759
Vigilant Capital Management
Maine
-$4K -50 Closed
CFGS
760
Concourse Financial Group Securities
Alabama
-$3.65K -38 Closed
GKIM
761
GW&K Investment Management
Massachusetts
-$3K -31 Closed
PMFA
762
Plante Moran Financial Advisors
Michigan
-$2K -28 Closed
BWL
763
Bogart Wealth LLC
Virginia
-$2K -27 Closed
HF
764
Halpern Financial
Virginia
-$2.23K -25 Closed
SFG
765
Steward Financial Group
Texas
-$1K -14 Closed
SCA
766
Stonebridge Capital Advisors
Minnesota
-$1K -13 Closed
ODG
767
O'Dell Group
Ohio
-$1K -10 Closed
CWM
768
Curi Wealth Management
North Carolina
-$1K -9 Closed
S
769
Surevest
California
-$1K -9 Closed
FBT
770
First Bank & Trust
South Dakota
-$1K -7 Closed
FCB
771
First Command Bank
Texas
-$1K -5 Closed
FCFS
772
First Command Financial Services
Texas
-$1K -5 Closed
RIM
773
Rockbridge Investment Management
New York
-$268 -3 Closed
CG
774
Cutler Group
California
+$96 +1 +25%
EC
775
EdgeRock Capital
Colorado
+$192 +2 New