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Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
2126
Capital Directions Investment Advisors
Georgia
– -$36K -950 Closed
JGIA
2127
Jackson Grant Investment Advisers
Connecticut
– -$36K -950 Closed
SLWA
2128
San Luis Wealth Advisors
California
– -$57K -950 Closed
RFWA
2129
RPg Family Wealth Advisory
Massachusetts
– -$33.7K -900 Closed
GA
2130
GoalVest Advisory
New York
– -$33K -870 Closed
LAS
2131
Lloyd Advisory Services
Georgia
– -$33K -870 Closed
TLCM
2132
Twin Lakes Capital Management
California
– -$28K -740 Closed
PWP
2133
Pursue Wealth Partners
California
– -$25.4K -700 Closed
RCG
2134
Rock Creek Group
District of Columbia
– -$21K -560 Closed
FFA
2135
Freedman Financial Associates
Massachusetts
– -$20K -500 Closed
WOC
2136
West Oak Capital
California
– -$19K -500 Closed
RDIA
2137
RE Dickinson Investment Advisors
Iowa
– -$11K -300 Closed
FCMA
2138
Foresight Capital Management Advisors
Michigan
– -$10K -260 Closed
FFWM
2139
Future Financial Wealth Management
Ohio
– -$9K -250 Closed
MA
2140
Montag & Associates
Georgia
– -$5.54K -250 -96%
PI
2141
Parkside Investments
Illinois
– -$9K -250 Closed
WAM
2142
Worth Asset Management
Texas
– -$3K -200 Closed
MVIP
2143
Mar Vista Investment Partners
California
– -$6K -170 Closed
CI
2144
Cordant Inc
Oregon
– -$6K -160 Closed
MTIC
2145
Missouri Trust & Investment Company
Missouri
– -$4K -110 Closed
BCH
2146
Berkshire Capital Holdings
California
– -$4K -100 Closed
DCM
2147
Davidson Capital Management
Texas
– -$3K -70 Closed
WPWM
2148
Western Pacific Wealth Management
Illinois
– -$1K -40 Closed
CTB
2149
Country Trust Bank
Illinois
– -$1K -30 Closed