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Name Holding Trade Value Shares
Change
Change in
Stake
NPT
2476
National Philanthropic Trust
Pennsylvania
– -$254K -5,850 Closed
NFA
2477
Northern Financial Advisors
Michigan
– -$251K -5,792 Closed
TAM
2478
Trillium Asset Management
Massachusetts
– -$247K -5,697 Closed
SPG
2479
Strategic Planning Group
Utah
– -$247K -5,693 Closed
1WM
2480
1858 Wealth Management
Ohio
– -$249K -5,669 Closed
CAGAS
2481
Capital Advisory Group Advisory Services
Minnesota
– -$245K -5,662 Closed
SCA
2482
Stonebridge Capital Advisors
Minnesota
– -$245K -5,658 Closed
SWM
2483
Soundmark Wealth Management
Washington
– -$239K -5,521 Closed
MHIC
2484
Marble Harbor Investment Counsel
Massachusetts
– -$239K -5,502 Closed
BFG
2485
Bouchey Financial Group
New York
– -$238K -5,492 Closed
BWM
2486
Baron Wealth Management
Michigan
– -$237K -5,472 Closed
BPC
2487
Banque Pictet & Cie
Switzerland
– -$234K -5,391 Closed
BOH
2488
Bank of Hawaii
Hawaii
– -$233K -5,370 Closed
SWMG
2489
Sard Wealth Management Group
Georgia
– -$231K -5,329 Closed
GDP
2490
Great Diamond Partners
Maine
– -$231K -5,319 Closed
WA
2491
Wealthstream Advisors
New York
– -$227K -5,241 Closed
SCM
2492
Sage Capital Management
New Jersey
– -$225K -5,180 Closed
SFS
2493
Strategic Financial Services
New York
– -$225K -5,180 Closed
BIA
2494
Barry Investment Advisors
Massachusetts
– -$223K -5,139 Closed
MJRIC
2495
Mogy Joel R Investment Counsel
California
– -$221K -5,096 Closed
HWA
2496
HCR Wealth Advisors
California
– -$220K -5,078 Closed
CIC
2497
Chilton Investment Company
Connecticut
– -$220K -5,077 Closed
CC
2498
Copperleaf Capital
North Carolina
– -$219K -5,056 Closed
HP
2499
Hilltop Partners
Indiana
– -$219K -5,048 Closed
RCWM
2500
Royal Capital Wealth Management
Indiana
– -$219K -5,048 Closed