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Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
501
Compagnie Lombard Odier SCmA
Switzerland
– -$7K -300 Closed
CG
502
Cutler Group
California
– -$4.04K -189 Closed
LWA
503
Lenox Wealth Advisors
New York
– -$4K -180 Closed
PCP
504
Proficio Capital Partners
Massachusetts
– -$4K -177 Closed
Carson Wealth (CWM LLC)
505
Carson Wealth (CWM LLC)
Nebraska
– +$257 +12 New