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Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
751
Edmond de Rothschild Holding
Switzerland
-$54.6K -800 Closed
CLOS
752
Compagnie Lombard Odier SCmA
Switzerland
-$44.4K -650 Closed
LA
753
LM Advisors
California
-$34.2K -500 Closed
SIC
754
SJS Investment Consulting
Ohio
-$34.2K -500 Closed
TWM
755
Tradition Wealth Management
Minnesota
-$32K -473 Closed
RFA
756
Resurgent Financial Advisors
Georgia
-$27.1K -396 Closed
First Manhattan
757
First Manhattan
New York
-$23.1K -338 Closed
FPFS
758
First Personal Financial Services
North Carolina
-$19.6K -287 Closed
DJSG
759
D.J. St. Germain
Massachusetts
-$17.1K -250 Closed
CWP
760
Concord Wealth Partners
Virginia
-$13.7K -200 Closed
TVAMP
761
Tennessee Valley Asset Management Partners
Tennessee
-$13.3K -194 Closed
BCM
762
Bourgeon Capital Management
Connecticut
-$6.08K -89 Closed
GI
763
Gradient Investments
Minnesota
-$5.74K -84 Closed
BL
764
BFSG LLC
California
-$4.78K -70 Closed
LF
765
Lee Financial
Texas
-$4.51K -66 Closed
Lazard Asset Management
766
Lazard Asset Management
New York
-$3K -57 Closed
IBOK
767
Independence Bank of Kentucky
Kentucky
-$3.42K -50 Closed
FIM
768
FWL Investment Management
Texas
-$2.6K -38 Closed
BEI
769
Benjamin Edwards Inc
Missouri
-$2K -28 Closed
DWA
770
Delos Wealth Advisors
Texas
-$342 -5 Closed