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Name Holding Trade Value Shares
Change
Change in
Stake
ST
701
Smithfield Trust
Pennsylvania
– -$141K -1,662 Closed
STA
702
Summit Trail Advisors
New York
– -$98K -1,064 Closed
EWM
703
Evercore Wealth Management
New York
– -$85K -1,000 Closed
KJWM
704
Kiley Juergens Wealth Management
Washington
– -$38K -450 Closed
RFA
705
Reilly Financial Advisors
California
– -$34K -403 Closed
HFP
706
Holistic Financial Partners
Indiana
– -$30K -357 Closed
AWM
707
AllSquare Wealth Management
New York
– -$25.8K -284 Closed
BL
708
Balentine LLC
Georgia
– -$18K -207 Closed
RPC
709
Rossmore Private Capital
Connecticut
– -$10.1K -119 Closed
GT
710
Greenleaf Trust
Michigan
– -$9K -105 Closed
WA
711
Waverly Advisors
Alabama
– -$9K -103 Closed
FFG
712
Ford Financial Group
California
– -$4K -54 Closed
GBT
713
Grove Bank & Trust
Florida
– -$3K -40 Closed
PO
714
Private Ocean
California
– -$3K -33 Closed
IWP
715
Icon Wealth Partners
Texas
– -$3K -30 Closed
WCM
716
Wealthcare Capital Management
Virginia
– -$3K -30 Closed
RFM
717
Royal Fund Management
Florida
– -$2K -27 Closed
BBHC
718
Brown Brothers Harriman & Co
New York
– -$1K -13 Closed
II
719
Inspire Investing
Idaho
– -$1K -8 Closed
NCM
720
Nelson Capital Management
California
– -$1K -8 Closed
PFO
721
Pathstone Family Office
New Jersey
– +$363 +4 New
DBT
722
Dubuque Bank & Trust
Iowa
– +$454 +5 New
AC
723
Avestar Capital
New York
– +$1.91K +21 +210%