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Name Holding Trade Value Shares
Change
Change in
Stake
WF
676
Welch & Forbes
Massachusetts
– -$230K -4,029 Closed
CWP
677
Cyndeo Wealth Partners
Florida
– -$229K -4,015 Closed
MWM
678
MinichMacGregor Wealth Management
New York
– -$215K -3,758 Closed
PGF
679
Plan Group Financial
Oklahoma
– -$210K -3,674 Closed
NRW
680
Nova R Wealth
Kansas
– -$205K -3,590 Closed
VIP
681
Vista Investment Partners
Oklahoma
– -$201K -3,529 Closed
Thrivent Financial for Lutherans
682
Thrivent Financial for Lutherans
Minnesota
– -$201K -3,519 Closed
SIS
683
Sound Income Strategies
Florida
– -$192K -3,432 Closed
CA
684
Crewe Advisors
Utah
– -$126K -2,211 Closed
GAA
685
Global Assets Advisory
Florida
– -$87.7K -1,538 Closed
TC
686
Trust Company
Kansas
– -$70.5K -1,235 Closed
FFO
687
Fortitude Family Office
Arizona
– -$57.6K -1,009 Closed
WOSD
688
WFA of San Diego
California
– -$57.1K -1,000 Closed
RFP
689
Root Financial Partners
California
– -$44.4K -778 Closed
CIR
690
Clear Investment Research
Georgia
– -$39.9K -700 Closed
WWM
691
Wolff Wiese Magana
California
– -$37.6K -659 Closed
TPWA
692
Twin Peaks Wealth Advisors
California
– -$18.9K -332 Closed
CW
693
Curio Wealth
Maryland
– -$15K -263 Closed
SEP
694
Signature Equity Partners
Ohio
– -$12.3K -215 Closed
SRCM
695
Signature Resources Capital Management
California
– -$6.16K -108 Closed
GBT
696
Grove Bank & Trust
Florida
– -$5.71K -100 Closed