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Name Holding Trade Value Shares
Change
Change in
Stake
LA
551
LM Advisors
California
– -$15.7K -1,800 Closed
CIA
552
Cape Investment Advisory
Georgia
– -$14.3K -1,644 Closed
Bessemer Group
553
Bessemer Group
New Jersey
– -$14K -1,577 Closed
BCFD
554
Boit C.F. David
– -$13.9K -1,574 Closed
RAG
555
RIA Advisory Group
Iowa
– -$320K -1,228 Closed
GWS
556
Glassman Wealth Services
Virginia
– -$9.9K -1,138 Closed
FBC
557
Fairfield, Bush & Co
Connecticut
– -$7.68K -883 Closed
FWM
558
Focused Wealth Management
New York
– -$7.19K -826 Closed
VF
559
VitalStone Financial
Texas
– -$7K -818 Closed
PA
560
PSI Advisors
Florida
– -$4.35K -500 Closed
TVAMP
561
Tennessee Valley Asset Management Partners
Tennessee
– -$3.53K -406 Closed
BCM
562
Blume Capital Management
California
– -$3.48K -400 Closed
NFSG
563
Newbridge Financial Services Group
Florida
– -$2.78K -320 Closed
BWM
564
BKM Wealth Management
Wisconsin
– -$2.6K -299 Closed
RCM
565
Raleigh Capital Management
North Carolina
– -$2.53K -291 Closed
AWM
566
Able Wealth Management
New Jersey
– -$2.26K -260 Closed
HPC
567
HM Payson & Co
Maine
– -$1.42K -163 Closed
RDFA
568
Ritter Daniher Financial Advisory
Ohio
– -$1.42K -163 Closed
TFM
569
TFC Financial Management
Massachusetts
– -$1.07K -123 Closed
BBHC
570
Brown Brothers Harriman & Co
New York
– -$844 -97 Closed
CSWM
571
Cassady Schiller Wealth Management
Ohio
– -$783 -90 Closed
BCM
572
Bourgeon Capital Management
Connecticut
– -$714 -82 Closed
RIM
573
Rockbridge Investment Management
New York
– -$531 -61 Closed
GWMIA
574
Global Wealth Management Investment Advisory
Florida
– -$322 -37 Closed
GAMC
575
Garner Asset Management Corp
Texas
– -$46 -6 Closed