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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
701
Cloud Capital Management
Washington
– -$1K -35 Closed
CT
702
Clearstead Trust
Maine
– -$1.17K -29 Closed
CFS
703
CGC Financial Services
Oregon
– -$405 -10 Closed
SouthState Corp
704
SouthState Corp
Florida
– -$405 -10 Closed
Bartlett & Co Wealth Management
705
Bartlett & Co Wealth Management
Ohio
– -$40 -1 Closed