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Name Holding Trade Value Shares
Change
Change in
Stake
WC
326
Winmill & Co
New Hampshire
– -$37.4K -623 Closed
Coldstream Capital Management
327
Coldstream Capital Management
Washington
– -$22.3K -372 Closed
HCP
328
Hexagon Capital Partners
Arkansas
– -$12.6K -210 Closed
Blue Trust Inc
329
Blue Trust Inc
Georgia
– -$6.79K -113 Closed
CA
330
Continuum Advisory
Idaho
– -$6K -100 Closed
SW
331
SVB Wealth
Massachusetts
– -$5.46K -91 Closed
MAI Capital Management
332
MAI Capital Management
Ohio
– -$5.29K -88 Closed
CAM
333
Chesapeake Asset Management
New York
– -$4.62K -77 Closed
PWMG
334
Private Wealth Management Group
New Jersey
– -$3.78K -63 Closed
Amundi
335
Amundi
France
– -$2.31K -42 Closed
Mather Group
336
Mather Group
Illinois
– -$1.86K -31 Closed
National Bank of Canada
337
National Bank of Canada
Quebec, Canada
– -$1.8K -30 Closed
CFO
338
CVA Family Office
Colorado
– -$1.62K -27 Closed
CA
339
Crewe Advisors
Utah
– -$1.26K -21 Closed
TCPG
340
Trivant Custom Portfolio Group
California
– -$1.2K -20 Closed
Spire Wealth Management
341
Spire Wealth Management
Virginia
– -$818 -14 Closed
PWA
342
Provenance Wealth Advisors
Florida
– -$540 -9 Closed
MassMutual Private Wealth & Trust
343
MassMutual Private Wealth & Trust
Connecticut
– -$420 -7 Closed
GFPC
344
Global Financial Private Client
Florida
– -$240 -4 Closed
AW
345
Avion Wealth
Texas
– -$195 -3 -27%
HWP
346
Highline Wealth Partners
California
– -$60 -1 Closed
HWM
347
Hemington Wealth Management
Virginia
– +$65 +1 +13%