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CPB

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
701
Roble Belko & Company
Pennsylvania
– -$2K -86 Closed
NB
702
NBT Bank
New York
– -$1.34K -60 Closed
AGWCA
703
Annis Gardner Whiting Capital Advisors
Florida
– -$1.02K -46 Closed
AA
704
Addison Advisors
Vermont
– -$802 -36 Closed
SSG
705
Summit Securities Group
New York
– -$713 -32 Closed
AFG
706
Albion Financial Group
Utah
– -$490 -22 Closed
CIAM
707
Caitong International Asset Management
Hong Kong
– -$468 -21 Closed
SIS
708
Sound Income Strategies
Florida
– -$425 -19 Closed
TPWA
709
Twin Peaks Wealth Advisors
California
– -$401 -18 Closed
WA
710
Whipplewood Advisors
Colorado
– -$401 -18 Closed
AFC
711
Ares Financial Consulting
California
– -$291 -13 Closed
CFG
712
Clayton Financial Group
Missouri
– -$290 -13 Closed
CT
713
Caldwell Trust
Florida
– -$267 -12 Closed
TF
714
Tompkins Financial
New York
– -$223 -10 Closed
T
715
Tidemark
California
– -$200 -9 Closed
WA
716
WestEnd Advisors
North Carolina
– -$200 -9 Closed
WTC
717
WhitTier Trust Company
Nevada
– -$66 -3 Closed
HFS
718
Hughes Financial Services
Virginia
– -$22 -1 Closed
EA
719
Evolution Advisers
Virginia
– +$211 +10 New
NWM
720
Navigoe Wealth Management
California
– +$253 +12 New
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