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Name Holding Trade Value Shares
Change
Change in
Stake
JEST
401
JTC Employer Solutions Trustee
Jersey
– -$22K -1,029 Closed
QCG
402
Quadrant Capital Group
Ohio
– -$15.4K -730 Closed
CCM
403
Coldstream Capital Management
Washington
– -$15K -711 Closed
Northwestern Mutual Wealth Management
404
Northwestern Mutual Wealth Management
Wisconsin
– -$11K -523 Closed
VWA
405
VSM Wealth Advisory
Maryland
– -$10.5K -500 Closed
WT
406
Whittier Trust
California
– -$10.5K -500 Closed
SW
407
SVB Wealth
Massachusetts
– -$4.99K -237 Closed
KSB
408
Kennebec Savings Bank
Maine
– -$4.61K -219 Closed
VWM
409
Vermillion Wealth Management
Minnesota
– -$4.46K -212 Closed
CAWM
410
Capital A Wealth Management
Pennsylvania
– -$3.73K -177 Closed
QC
411
Quent Capital
New York
– -$2.76K -131 Closed
CWM
412
Compass Wealth Management
Connecticut
– -$2.1K -100 Closed
CA
413
Continuum Advisory
Idaho
– -$2.1K -100 Closed
LWANC
414
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$2.1K -100 Closed
NS
415
NBC Securities
Alabama
– -$2K -100 Closed
WPA
416
West Paces Advisors
Georgia
– -$1.05K -50 Closed
SC
417
Stephens Consulting
Michigan
– -$948 -45 Closed
PWA
418
Physician Wealth Advisors
Utah
– -$211 -10 Closed
SC
419
SouthState Corp
Florida
– -$163 -8 Closed
CAL
420
Capital Advisors Ltd
Ohio
– -$114 -5 -28%
BFPW
421
BOK Financial Private Wealth
Colorado
– -$85 -4 Closed
HWM
422
Hemington Wealth Management
Virginia
– +$69 +3 New
MIFH
423
Migdal Insurance & Financial Holdings
Israel
– +$69 +3 New
CMP
424
Coston McIsaac & Partners
Maine
– +$892 +39 New