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Knife River

Name Holding Trade Value Shares
Change
Change in
Stake
GWSA
426
Global Wealth Strategies & Associates
Colorado
– -$26.1K -340 Closed
RA
427
Rise Advisors
New York
– -$17.4K -226 Closed
MG
428
Mather Group
Illinois
– -$14.4K -187 Closed
MFG
429
Mendota Financial Group
Wisconsin
– -$14.1K -183 Closed
GFWA
430
Grey Fox Wealth Advisors
Delaware
– -$12.5K -163 Closed
WANY
431
Wealthspire Advisors (New York)
New York
– -$9.76K -127 Closed
CFFP
432
Center for Financial Planning
Michigan
– -$7.38K -96 Closed
SHIM
433
Stone House Investment Management
Pennsylvania
– -$5.61K -73 Closed
Simplex Trading
434
Simplex Trading
Illinois
– -$2.74K -39 Closed
CBT
435
CoreFirst Bank & Trust
Kansas
– -$1.92K -25 Closed
TPCW
436
TD Private Client Wealth
New York
– -$1.77K -23 Closed
BWL
437
Bogart Wealth LLC
Virginia
– -$846 -11 Closed
MA
438
Montag & Associates
Georgia
– -$769 -10 Closed
TIM
439
Thompson Investment Management
Wisconsin
– -$718 -9 Closed
BGAI
440
Bruce G. Allen Investments
Colorado
– -$615 -8 Closed
CFO
441
CVA Family Office
Colorado
– -$538 -7 Closed
ASN
442
Advisory Services Network
Georgia
– -$154 -2 Closed
JWM
443
JPL Wealth Management
Colorado
– -$154 -2 Closed
NC
444
North Capital
Utah
– -$154 -2 Closed
TFM
445
TFC Financial Management
Massachusetts
– -$77 -1 Closed
TWD
446
True Wealth Design
Ohio
– -$77 -1 Closed