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Name Holding Trade Value Shares
Change
Change in
Stake
TIAM2
601
Tru Independence Asset Management 2
Oregon
-$18K -266 Closed
LWCFA
602
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$16K -240 Closed
RPWA
603
Regent Peak Wealth Advisors
Georgia
-$14K -215 Closed
PCA
604
Peddock Capital Advisors
Massachusetts
-$14K -209 Closed
FPB
605
First PREMIER Bank
South Dakota
-$9K -130 Closed
CCM
606
Covington Capital Management
California
-$7K -100 Closed
BWA
607
Burt Wealth Advisors
Maryland
-$6K -88 Closed
MRCM
608
M&R Capital Management
New Jersey
-$5K -88 Closed
EA
609
Elm Advisors
California
-$5K -80 Closed
LF
610
Lee Financial
Texas
-$4K -60 Closed
EWM
611
Endurance Wealth Management
Rhode Island
-$4K -58 Closed
AAM
612
Advisors Asset Management
Colorado
-$4K -56 Closed
ICM
613
Islay Capital Management
Texas
-$3K -50 Closed
FPCG
614
Fort Pitt Capital Group
Pennsylvania
-$3K -47 Closed
CCA
615
Childress Capital Advisors
Texas
-$3K -44 Closed
OIM
616
Oder Investment Management
California
-$3K -41 Closed
ABC
617
Associated Banc-Corp
Wisconsin
-$2K -35 Closed
SSWG
618
Seven Springs Wealth Group
Tennessee
-$2K -31 Closed
CPFP
619
Clear Perspectives Financial Planning
Ohio
-$2K -23 Closed
HGWM
620
Harvest Group Wealth Management
Massachusetts
-$1K -22 Closed
TI
621
tru Independence
Oregon
-$1 -22 Closed
D
622
Diversified
Delaware
-$1K -21 Closed
DAM
623
Delta Asset Management
Tennessee
-$1K -10 Closed
MCM
624
McMillion Capital Management
North Carolina
-$1K -9 Closed
SWG
625
Summit Wealth Group
Vermont
+$354 +5 New