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Name Holding Trade Value Shares
Change
Change in
Stake
NFA
2476
Northern Financial Advisors
Michigan
-$251K -5,792 Closed
TAM
2477
Trillium Asset Management
Massachusetts
-$247K -5,697 Closed
SPG
2478
Strategic Planning Group
Utah
-$247K -5,693 Closed
1WM
2479
1858 Wealth Management
Ohio
-$249K -5,669 Closed
CAGAS
2480
Capital Advisory Group Advisory Services
Minnesota
-$245K -5,662 Closed
SCA
2481
Stonebridge Capital Advisors
Minnesota
-$245K -5,658 Closed
SWM
2482
Soundmark Wealth Management
Washington
-$239K -5,521 Closed
MHIC
2483
Marble Harbor Investment Counsel
Massachusetts
-$239K -5,502 Closed
BFG
2484
Bouchey Financial Group
New York
-$238K -5,492 Closed
BWM
2485
Baron Wealth Management
Michigan
-$237K -5,472 Closed
BPC
2486
Banque Pictet & Cie
Switzerland
-$234K -5,391 Closed
BOH
2487
Bank of Hawaii
Hawaii
-$233K -5,370 Closed
SWMG
2488
Sard Wealth Management Group
Georgia
-$231K -5,329 Closed
GDP
2489
Great Diamond Partners
Maine
-$231K -5,319 Closed
WA
2490
Wealthstream Advisors
New York
-$227K -5,241 Closed
SCM
2491
Sage Capital Management
New Jersey
-$225K -5,180 Closed
SFS
2492
Strategic Financial Services
New York
-$225K -5,180 Closed
BIA
2493
Barry Investment Advisors
Massachusetts
-$223K -5,139 Closed
MJRIC
2494
Mogy Joel R Investment Counsel
California
-$221K -5,096 Closed
HWA
2495
HCR Wealth Advisors
California
-$220K -5,078 Closed
CIC
2496
Chilton Investment Company
Connecticut
-$220K -5,077 Closed
CC
2497
Copperleaf Capital
North Carolina
-$219K -5,056 Closed
HP
2498
Hilltop Partners
Indiana
-$219K -5,048 Closed
RCWM
2499
Royal Capital Wealth Management
Indiana
-$219K -5,048 Closed
PCMC
2500
Private Capital Management (Colorado)
Colorado
-$218K -5,039 Closed