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Name Holding Trade Value Shares
Change
Change in
Stake
LCM
2101
Lattice Capital Management
Washington
-$218K -1,200 Closed
PCI
2102
Planning Center Inc
Illinois
-$230K -1,200 Closed
NDSI
2103
Newman Dignan & Sheerar Inc
Rhode Island
-$229K -1,196 Closed
QPW
2104
Quantum Private Wealth
Florida
-$229K -1,196 Closed
MPIA
2105
Mountain Pacific Investment Advisers
Idaho
-$229K -1,195 Closed
HIM
2106
Harbour Investment Management
Washington
-$228K -1,190 Closed
IWN
2107
Independent Wealth Network
Iowa
-$228K -1,189 Closed
AWM
2108
Altus Wealth Management
Kentucky
-$227K -1,183 Closed
CCMD
2109
Cypress Capital Management (Delaware)
Delaware
-$226K -1,180 Closed
NFG
2110
Nadler Financial Group
Illinois
-$225K -1,174 Closed
LCM
2111
Leisure Capital Management
California
-$224K -1,171 Closed
BHIA
2112
Birch Hill Investment Advisors
Massachusetts
-$224K -1,170 Closed
FNC
2113
First National Corp
Massachusetts
-$224K -1,169 Closed
FWM
2114
Fairhaven Wealth Management
Illinois
-$224K -1,168 Closed
IFPL
2115
Investments & Financial Planning LLC
Kentucky
-$223K -1,166 Closed
GIM
2116
Guild Investment Management
California
-$223K -1,164 Closed
SAA
2117
Southeast Asset Advisors
Georgia
-$222K -1,161 Closed
V
2118
VeraBank
Texas
-$222K -1,161 Closed
BFC
2119
Blue Fin Capital
Rhode Island
-$222K -1,160 Closed
FWTB
2120
First Western Trust Bank
Colorado
-$171K -1,157 Closed
BO
2121
BRR OpCo
Ohio
-$221K -1,155 Closed
SCM
2122
Stordahl Capital Management
Colorado
-$221K -1,153 Closed
B
2123
Barings
North Carolina
-$220K -1,151 Closed
FCM
2124
Firestone Capital Management
Florida
-$220K -1,151 Closed
CA
2125
Claro Advisors
Massachusetts
-$231K -1,150 Closed