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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%