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Name Holding Trade Value Shares
Change
Change in
Stake
RMC
526
Resources Management Corp
Connecticut
– -$5K -215 Closed
CB
527
CNB Bank
Pennsylvania
– -$5K -210 Closed
NIM
528
NuWave Investment Management
New Jersey
– -$5K -202 Closed
RA
529
Rational Advisors
New York
– -$5K -202 Closed
EFSCE
530
Enterprise Financial Services Corp (EFSC)
Missouri
– -$5K -183 Closed
Covington Capital Management
531
Covington Capital Management
California
– -$4K -165 Closed
HDIM
532
Hanson & Doremus Investment Management
Vermont
– -$4K -157 Closed
GDP
533
Great Diamond Partners
Maine
– -$3K -136 Closed
TFA
534
Tobias Financial Advisors
Florida
– -$2K -102 Closed
PA
535
PSI Advisors
Florida
– -$2K -100 Closed
FFC
536
First Financial Corp
Indiana
– -$2K -76 Closed
Sowell Financial Services
537
Sowell Financial Services
Arkansas
– -$1.34K -71 -88%
LWM
538
Lionsbridge Wealth Management
Florida
– -$1K -61 Closed
BWM
539
Baystate Wealth Management
Massachusetts
– -$1K -30 Closed
FPFS
540
First Personal Financial Services
North Carolina
– -$1K -30 Closed
FWM
541
Focused Wealth Management
New York
– +$19 +1 +2%
HFA
542
HC Financial Advisors
California
– +$94 +5 New
EWM
543
EPG Wealth Management
Georgia
– +$189 +10 New
Gradient Investments
544
Gradient Investments
Minnesota
– +$528 +28 +147%
LWM
545
Lenox Wealth Management
Ohio
– +$905 +48 +155%
DWM
546
Darwin Wealth Management
Florida
– +$1.89K +100 New