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Name Holding Trade Value Shares
Change
Change in
Stake
RIM
701
Rockbridge Investment Management
New York
– -$171K -1,000 Closed
CA
702
Capitolis Advisors
New York
– -$147K -857 Closed
RA
703
Rational Advisors
New York
– -$98K -572 Closed
VCG
704
Vantage Consulting Group
Virginia
– -$85K -496 Closed
BWM
705
Birchcreek Wealth Management
Ohio
– -$82K -480 Closed
NIM
706
NuWave Investment Management
New Jersey
– -$58K -338 Closed
CAAS
707
Capital Asset Advisory Services
Michigan
– -$36K -208 Closed
ICP
708
Interchange Capital Partners
Pennsylvania
– -$27K -161 Closed
PWM
709
Perigon Wealth Management
California
– -$22K -131 Closed
PWPS
710
Pinnacle Wealth Planning Services
Ohio
– -$13K -77 Closed
Capstone Investment Advisors
711
Capstone Investment Advisors
New York
– -$13.8K -70 Closed
PFSC
712
Peoples Financial Services Corp
Pennsylvania
– -$8K -47 Closed
RPWA
713
Regent Peak Wealth Advisors
Georgia
– -$5K -31 Closed
SIAG
714
Safeguard Investment Advisory Group
California
– -$4K -28 Closed
CCA
715
Childress Capital Advisors
Texas
– -$5K -27 Closed
CYG
716
Clean Yield Group
Vermont
– -$2K -13 Closed
SSWG
717
Seven Springs Wealth Group
Tennessee
– -$2K -12 Closed
TFS
718
TrustCore Financial Services
Tennessee
– -$2K -10 Closed
NSB
719
Norway Savings Bank
Maine
– -$1K -8 Closed
TAM
720
Tucker Asset Management
Colorado
– -$856 -5 Closed
MCM
721
Manchester Capital Management
Vermont
– -$1K -3 Closed
SIC
722
Salem Investment Counselors
North Carolina
– -$1K -3 Closed
LWA
723
Lenox Wealth Advisors
New York
– +$197 +1 New