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Name Holding Trade Value Shares
Change
Change in
Stake
CBT
2301
Crews Bank & Trust
Florida
$2.3K
CRI
2302
Commonwealth Retirement Investments
Virginia
$2.3K +$2.57K +15 New
BW
2303
Basepoint Wealth
Iowa
$2.3K +$2.57K +15 New
PWMA
2304
Pension & Wealth Management Advisors
Massachusetts
$2.06K -$71.5K -417 -97%
MWM
2305
Mascoma Wealth Management
New Hampshire
$1.84K +$2.06K +12 New
CAIM
2306
Catherine Avery Investment Management
Florida
$1.53K
DF
2307
DecisionPoint Financial
Arizona
$1.53K
EWA
2308
EQ Wealth Advisors
Texas
$1.53K +$1.72K +10 New
JWM
2309
Jessup Wealth Management
Ohio
$1.53K +$1.72K +10 New
MW
2310
Merited Wealth
Florida
$1.53K +$1.72K +10 New
NL
2311
NorthAvenue LLC
Ohio
$1.53K +$1.72K +10 New
IAS
2312
IMA Advisory Services
Colorado
$1.53K
ACA
2313
Atlas Capital Advisors
Wyoming
$1.53K +$1.72K +10 New
LA
2314
LM Advisors
California
$1.35K -$185K -1,078 -84%
WW
2315
Winnow Wealth
Texas
$1.23K -$10.6K -62 -89%
TBFA
2316
Three Bearings Fiduciary Advisors
New Hampshire
$1.17K +$1.72K +10 New
KB
2317
Kimelman & Baird
New York
$766 -$77.2K -450 -99%
DCM
2318
Davis Capital Management
Florida
$766 -$858 -5 -50%
SA
2319
Seneschal Advisors
Washington
$766
HHGA
2320
Halbert Hargrove Global Advisors
California
$376 -$17.7K -103 -98%
Zurich Cantonal Bank
2321
Zurich Cantonal Bank
Switzerland
-$112M -654,450 Closed
HL
2322
Harding Loevner
New Jersey
-$88.4M -480,065 Closed
Point72 Asset Management
2323
Point72 Asset Management
Connecticut
-$40.8M -237,825 Closed
SH
2324
Svenska Handelsbanken
Sweden
-$31.8M -172,500 Closed
Artisan Partners
2325
Artisan Partners
Wisconsin
-$29.4M -159,590 Closed