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Name Holding Trade Value Shares
Change
Change in
Stake
COCM
1026
Charter Oak Capital Management
New Hampshire
– -$79K -288 Closed
AW
1027
ACG Wealth
Georgia
– -$77K -282 Closed
GWMIA
1028
Global Wealth Management Investment Advisory
Florida
– -$55K -203 Closed
TCWM
1029
Total Clarity Wealth Management
Illinois
– -$46K -167 Closed
RTC
1030
Riverview Trust Company
Washington
– -$42K -154 Closed
LC
1031
Legacy CG
Texas
– -$41K -150 Closed
VVP
1032
Venture Visionary Partners
Ohio
– -$33.5K -123 Closed
FMII
1033
Farmers & Merchants Investments Inc
Nebraska
– -$26K -97 Closed
VRM
1034
Vectors Research Management
New York
– -$26K -94 Closed
RIM
1035
Rockbridge Investment Management
New York
– -$22.9K -84 Closed
MCM
1036
Manchester Capital Management
Vermont
– -$23K -83 Closed
BA
1037
Bellwether Advisors
Nebraska
– -$15K -58 Closed
CIA
1038
Cascade Investment Advisors
Oregon
– -$15K -55 Closed
GWM
1039
Geneos Wealth Management
Colorado
– -$13K -51 Closed
CPFP
1040
Clear Perspectives Financial Planning
Ohio
– -$14K -50 Closed
PFGIA
1041
Patriot Financial Group Insurance Agency
Massachusetts
– -$9K -32 Closed
APP
1042
Alpha Paradigm Partners
Illinois
– -$8K -30 Closed
FCG
1043
Financial Connections Group
California
– -$6K -25 Closed
AWM
1044
Activest Wealth Management
Florida
– -$5K -20 Closed
SFG
1045
Steward Financial Group
Texas
– -$4K -16 Closed
CFFP
1046
Center for Financial Planning
Michigan
– -$4K -15 Closed
GIA
1047
GHP Investment Advisors
Colorado
– -$3K -10 Closed
Jones Financial Companies
1048
Jones Financial Companies
Missouri
– -$3K -10 Closed
TIM
1049
Tevis Investment Management
Texas
– -$3K -10 Closed
FBC
1050
Fairfield, Bush & Co
Connecticut
– -$2K -7 Closed