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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1126
Shakespeare Wealth Management
Wisconsin
-$106K -17,496 Closed
RT
1127
Rockland Trust
Massachusetts
-$104K -16,992 Closed
WTB
1128
Washington Trust Bank
Washington
-$103K -16,981 Closed
EWA
1129
EP Wealth Advisors
California
-$101K -16,683 Closed
FIB
1130
First Interstate Bank
Montana
-$100K -16,500 Closed
WOSD
1131
WFA of San Diego
California
-$141K -15,308 Closed
G
1132
GenTrust
Florida
-$91K -15,000 Closed
RWA
1133
River Wealth Advisors
Pennsylvania
-$90K -14,807 Closed
XM
1134
XTX Markets
New York
-$82K -13,515 Closed
BOTW
1135
Bank of the West
California
-$80K -13,235 Closed
SDAM
1136
Shulman DeMeo Asset Management
New York
-$78K -12,808 Closed
RWP
1137
RWA Wealth Partners
Massachusetts
-$77K -12,630 Closed
RIS
1138
Retirement Income Solutions
Michigan
-$76K -12,574 Closed
PWAG
1139
Polaris Wealth Advisory Group
California
-$74K -12,357 Closed
BUB
1140
BBVA USA Bancshares
Texas
-$73K -12,047 Closed
RMA
1141
Roffman Miller Associates
Pennsylvania
-$73K -12,016 Closed
PSF
1142
Pacific Sun Financial
California
-$72K -11,880 Closed
TWM
1143
Triton Wealth Management
Arizona
-$82K -11,816 Closed
FIM
1144
Fernwood Investment Management
Massachusetts
-$70K -11,583 Closed
RWB
1145
RMR Wealth Builders
New Jersey
-$65K -10,800 Closed
Fayez Sarofim & Co
1146
Fayez Sarofim & Co
Texas
-$65K -10,699 Closed
EAM
1147
Evanson Asset Management
California
-$65K -10,687 Closed
RIG
1148
Roosevelt Investment Group
New York
-$65K -10,627 Closed
GC
1149
Grimes & Company
Massachusetts
-$64K -10,497 Closed
EM
1150
Excalibur Management
Massachusetts
-$63K -10,300 Closed