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Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
901
F.L. Putnam Investment Management
Massachusetts
-$217K -2,069 Closed
EI
902
Ellevest Inc
New York
-$217K -2,068 Closed
BOH
903
Bank of Hawaii
Hawaii
-$214K -2,045 Closed
MIM
904
Meixler Investment Management
Arizona
-$211K -2,014 Closed
3IP
905
3Chopt Investment Partners
Virginia
-$214K -2,007 Closed
AG
906
Advocate Group
Minnesota
-$208K -1,987 Closed
SPWM
907
Schrum Private Wealth Management
Florida
-$204K -1,946 Closed
AIA
908
AssuredPartners Investment Advisors
Florida
-$204K -1,942 Closed
CWP
909
Cyndeo Wealth Partners
Florida
-$202K -1,923 Closed
IC
910
Inscription Capital
Texas
-$254K -1,708 Closed
RBFC
911
Roman Butler Fullerton & Co
Missouri
-$204K -1,624 Closed
GP
912
Greenline Partners
New York
-$74.1K -707 Closed
WT
913
Washington Trust
Rhode Island
-$69.8K -666 Closed
HCP
914
Hexagon Capital Partners
Arkansas
-$65.3K -623 Closed
SFGP
915
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$58.5K -558 Closed
AT
916
Avalon Trust
New Mexico
-$52.4K -500 Closed
TF
917
Tompkins Financial
New York
-$52.4K -500 Closed
CLOS
918
Compagnie Lombard Odier SCmA
Switzerland
-$36.7K -350 Closed
HFS
919
Hopwood Financial Services
Virginia
-$31.4K -300 Closed
TCM
920
TruNorth Capital Management
Michigan
-$30.2K -288 Closed
AF
921
Abound Financial
California
-$27.4K -261 Closed
AAG
922
Armstrong Advisory Group
Massachusetts
-$26K -205 Closed
LWANC
923
Laurel Wealth Advisors (North Carolina)
North Carolina
-$12.6K -120 Closed
HWM
924
HighMark Wealth Management
Minnesota
-$11.7K -112 Closed
WF
925
Wayfinding Financial
Washington
-$11K -106 Closed