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Name Holding Trade Value Shares
Change
Change in
Stake
RI
901
Redwood Investments
Massachusetts
– -$231K -3,568 Closed
AF
902
Alerus Financial
North Dakota
– -$230K -3,546 Closed
CRC
903
Curi RMB Capital
Illinois
– -$229K -3,539 Closed
DWT
904
Dorsey & Whitney Trust
South Dakota
– -$225K -3,469 Closed
PAM
905
Palisade Asset Management
Minnesota
– -$224K -3,450 Closed
AUB
906
Atlantic Union Bankshares
Virginia
– -$223K -3,434 Closed
RWP
907
RWA Wealth Partners
Massachusetts
– -$223K -3,434 Closed
PWPS
908
Pinnacle Wealth Planning Services
Ohio
– -$222K -3,420 Closed
GA
909
Geller Advisors
New York
– -$219K -3,381 Closed
FWA
910
FSM Wealth Advisors
Ohio
– -$215K -3,321 Closed
BFC
911
Bedel Financial Consulting
Indiana
– -$210K -3,245 Closed
GD
912
Grandfield & Dodd
New York
– -$209K -3,227 Closed
SB
913
Strategic Blueprint
Georgia
– -$209K -3,225 Closed
GAG
914
GM Advisory Group
New York
– -$207K -3,201 Closed
FCP
915
Fidelis Capital Partners
Florida
– -$206K -3,173 Closed
CAM
916
CPA Asset Management
Florida
– -$205K -3,160 Closed
CI
917
Conning Inc
Connecticut
– -$204K -3,150 Closed
SA
918
SpiderRock Advisors
Delaware
– -$201K -3,136 Closed
EFS
919
Essex Financial Services
Connecticut
– -$203K -3,133 Closed
HT
920
Headlands Technologies
Illinois
– -$158K -2,430 Closed
FIM
921
Fernwood Investment Management
Massachusetts
– -$152K -2,346 Closed
GJWM
922
Gilliland Jeter Wealth Management
Arkansas
– -$60.2K -929 Closed
IGWM
923
ICA Group Wealth Management
Colorado
– -$59.1K -912 Closed
NIC
924
Northwest Investment Counselors
Oregon
– -$23.7K -366 Closed
SIS
925
Sound Income Strategies
Florida
– -$20.4K -314 Closed