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Donaldson
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCC
426
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$4K | -74 | Closed |
|
|
VCM
427
Vigilant Capital Management
Portland,
Maine
| – | -$3K | -50 | Closed |
|
|
FPS
428
Fieldpoint Private Securities
Greenwich,
Connecticut
| – | -$2K | -45 | Closed |
|
|
MSFP
429
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| – | -$2K | -38 | Closed |
|
|
CI
430
Cordant Inc
Portland,
Oregon
| – | -$2K | -37 | Closed |
|
|
FAG
431
Fortitude Advisory Group
Gig Harbor,
Washington
| – | -$1K | -22 | Closed |
|
|
GWS
432
Glassman Wealth Services
Vienna,
Virginia
| – | -$554 | -11 | -85% |
|
433
Allworth Financial
Folsom,
California
| – | +$101 | +2 | New |
|