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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
751
Baldwin Wealth Partners
Massachusetts
– -$202K -1,725 Closed
AJ
752
Ashburton (Jersey)
Jersey
– -$132K -1,130 Closed
CA
753
CoreCap Advisors
Michigan
– -$114K -975 Closed
KCM
754
KRS Capital Management
Michigan
– -$105K -900 Closed
SMA
755
Sage Mountain Advisors
Georgia
– -$75K -637 Closed
SFO
756
Standard Family Office
South Dakota
– -$68K -583 Closed
PP
757
PrairieView Partners
Minnesota
– -$67K -574 Closed
SCA
758
Snowden Capital Advisors
New York
– -$33K -290 Closed
AWA
759
Aquire Wealth Advisors
Utah
– -$23K -200 Closed
RIA
760
Richwood Investment Advisors
Ohio
– -$18K -150 Closed
TCWM
761
Total Clarity Wealth Management
Illinois
– -$13K -115 Closed
BAM
762
Barrett Asset Management
New York
– -$13K -110 Closed
SC
763
SouthState Corp
Florida
– -$13K -109 Closed
PSB
764
Piscataqua Savings Bank
New Hampshire
– -$12K -100 Closed
TCOV
765
Trust Company of Vermont
Vermont
– -$5K -45 Closed
Jones Financial Companies
766
Jones Financial Companies
Missouri
– -$5K -40 Closed
ODG
767
O'Dell Group
Ohio
– -$5K -40 Closed
AWA
768
Amplius Wealth Advisors
Pennsylvania
– -$4K -38 Closed
TFP
769
Tilia Fiduciary Partners
North Carolina
– -$4K -30 Closed
EBA
770
Eagle Bay Advisors
New York
– -$3K -28 Closed
EWM
771
Edge Wealth Management
New York
– -$2K -21 Closed
TSW
772
Thompson Siegel & Walmsley
Virginia
– -$2K -21 Closed
RK
773
Rather & Kittrell
Tennessee
– -$1K -9 Closed
CCM
774
Cribstone Capital Management
Maine
– +$224 +2 New
SIC
775
SJS Investment Consulting
Ohio
– +$336 +3 New