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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
2326
Loveless Wealth Management
Montana
– -$221K -1,040 Closed
WCM
2327
Weik Capital Management
Pennsylvania
– -$221K -1,040 Closed
WTB
2328
Washington Trust Bank
Washington
– -$221K -1,039 Closed
CBA
2329
Coastal Bridge Advisors
Connecticut
– -$220K -1,037 Closed
CSA
2330
Cottage Street Advisors
Massachusetts
– -$220K -1,035 Closed
LIA
2331
LBMC Investment Advisors
Tennessee
– -$219K -1,030 Closed
AIP
2332
Almanack Investment Partners
Pennsylvania
– -$218K -1,027 Closed
ORC
2333
O'Rourke & Company
Massachusetts
– -$218K -1,025 Closed
DLA
2334
Douglas Lane & Associates
New York
– -$217K -1,021 Closed
NPA
2335
Nichols & Pratt Advisers
Massachusetts
– -$217K -1,020 Closed
VC
2336
Veracity Capital
Georgia
– -$216K -1,019 Closed
NWM
2337
NEIRG Wealth Management
Massachusetts
– -$216K -1,017 Closed
CC
2338
Cadinha & Co
Hawaii
– -$216K -1,016 Closed
MMPW
2339
Mitchell McLeod Pugh & Williams
Alabama
– -$215K -1,013 Closed
TWM
2340
Triton Wealth Management
Arizona
– -$215K -1,008 Closed
SI
2341
Sora Investors
Pennsylvania
– -$214K -1,007 Closed
TIM
2342
Thompson Investment Management
Wisconsin
– -$214K -1,006 Closed
BIA
2343
Bigelow Investment Advisors
Maine
– -$213K -1,004 Closed
AIA
2344
Arbor Investment Advisors
North Carolina
– -$212K -1,000 Closed
PIP
2345
Peachtree Investment Partners
Florida
– -$212K -1,000 Closed
CCC
2346
Chelsea Counsel Company
California
– -$211K -994 Closed
GSIS
2347
Global Strategic Investment Solutions
Arizona
– -$211K -992 Closed
Wealth Enhancement Advisory Services
2348
Wealth Enhancement Advisory Services
Minnesota
– -$216K -987 Closed
PNAA
2349
Pictet North America Advisors
Switzerland
– -$209K -983 Closed
OCM
2350
Orser Capital Management
Texas
– -$208K -980 Closed