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Name Holding Trade Value Shares
Change
Change in
Stake
AF
901
Alerus Financial
North Dakota
-$230K -3,546 Closed
CRC
902
Curi RMB Capital
Illinois
-$229K -3,539 Closed
DWT
903
Dorsey & Whitney Trust
South Dakota
-$225K -3,469 Closed
PAM
904
Palisade Asset Management
Minnesota
-$224K -3,450 Closed
AUB
905
Atlantic Union Bankshares
Virginia
-$223K -3,434 Closed
RWP
906
RWA Wealth Partners
Massachusetts
-$223K -3,434 Closed
PWPS
907
Pinnacle Wealth Planning Services
Ohio
-$222K -3,420 Closed
GA
908
Geller Advisors
New York
-$219K -3,381 Closed
FWA
909
FSM Wealth Advisors
Ohio
-$215K -3,321 Closed
BFC
910
Bedel Financial Consulting
Indiana
-$210K -3,245 Closed
GD
911
Grandfield & Dodd
New York
-$209K -3,227 Closed
SB
912
Strategic Blueprint
Georgia
-$209K -3,225 Closed
GAG
913
GM Advisory Group
New York
-$207K -3,201 Closed
FCP
914
Fidelis Capital Partners
Florida
-$206K -3,173 Closed
CAM
915
CPA Asset Management
Florida
-$205K -3,160 Closed
CI
916
Conning Inc
Connecticut
-$204K -3,150 Closed
SA
917
SpiderRock Advisors
Delaware
-$201K -3,136 Closed
EFS
918
Essex Financial Services
Connecticut
-$203K -3,133 Closed
HT
919
Headlands Technologies
Illinois
-$158K -2,430 Closed
FIM
920
Fernwood Investment Management
Massachusetts
-$152K -2,346 Closed
GJWM
921
Gilliland Jeter Wealth Management
Arkansas
-$60.2K -929 Closed
IGWM
922
ICA Group Wealth Management
Colorado
-$59.1K -912 Closed
NIC
923
Northwest Investment Counselors
Oregon
-$23.7K -366 Closed
SIS
924
Sound Income Strategies
Florida
-$20.4K -314 Closed
WIA
925
Wetzel Investment Advisors
Indiana
-$9.86K -163 Closed