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Name Holding Trade Value Shares
Change
Change in
Stake
TSW
676
Thompson Siegel & Walmsley
Virginia
-$5K -240 Closed
LA
677
LM Advisors
California
-$4.22K -203 Closed
RIM
678
Rockbridge Investment Management
New York
-$4.18K -201 Closed
LF
679
Lee Financial
Texas
-$3.97K -191 Closed
CSB
680
City State Bank
Iowa
-$4K -170 Closed
LPP
681
Life Planning Partners
Florida
-$3.06K -147 Closed
ODG
682
O'Dell Group
Ohio
-$2.22K -107 Closed
ASBI
683
American State Bank (Iowa)
Iowa
-$2.16K -104 Closed
SSG
684
Summit Securities Group
New York
-$2K -100 Closed
LFA
685
Livelsberger Financial Advisory
Ohio
-$1.04K -50 Closed
MSWM
686
McGlone Suttner Wealth Management
Wisconsin
-$1.02K -49 Closed
BCM
687
Blume Capital Management
California
-$998 -48 Closed
DAC
688
Dividend Assets Capital
South Carolina
-$1K -41 Closed
CAM
689
Close Asset Management
United Kingdom
-$829 -39 -65%
FIA
690
FNY Investment Advisers
New York
-$638 -30 -43%
PP
691
Pacifica Partners
Canada
-$569 -30 Closed
RMC
692
Resources Management Corp
Connecticut
-$532 -25 -69%
AWM
693
Able Wealth Management
New Jersey
-$499 -24 Closed
MFG
694
Mendota Financial Group
Wisconsin
-$416 -20 Closed
QPBE
695
Quintet Private Bank (Europe)
Luxembourg
-$312 -15 Closed
TCWA
696
Turtle Creek Wealth Advisors
Texas
-$249 -12 Closed
BCM
697
Bourgeon Capital Management
Connecticut
-$208 -10 Closed
EC
698
EdgeRock Capital
Colorado
-$146 -7 Closed
AIMA
699
Ables Iannone Moore & Associates
Georgia
-$42 -2 Closed