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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
751
Montgomery Investment Management
Maryland
– -$225K -700 Closed
ST
752
Spinnaker Trust
Maine
– -$223K -695 Closed
CNBT
753
Canandaigua National Bank & Trust
New York
– -$215K -670 Closed
SXL
754
Summit X LLC
Missouri
– -$211K -657 Closed
MG
755
Mather Group
Illinois
– -$210K -654 Closed
FTDI
756
First Trust Direct Indexing
Massachusetts
– -$208K -649 Closed
HWA
757
HCR Wealth Advisors
California
– -$204K -634 Closed
FMAEN1
758
Fund Management at Engine No 1
California
– -$203K -633 Closed
SP
759
Symmetry Partners
Connecticut
– -$201K -626 Closed
M
760
Mirova
France
– -$64.9K -202 Closed
AWM
761
Activest Wealth Management
Florida
– -$37.8K -124 Closed
RI
762
Ridgewood Investments
New Jersey
– -$27.9K -87 Closed
FBC
763
Fairfield, Bush & Co
Connecticut
– -$26.7K -83 Closed
AAG
764
Armstrong Advisory Group
Massachusetts
– -$21.8K -68 Closed
CWA
765
Clearview Wealth Advisors
Oregon
– -$21.5K -67 Closed
SSG
766
Summit Securities Group
New York
– -$21K -64 Closed
MAM
767
Meeder Asset Management
Ohio
– -$19.9K -62 Closed
TFA
768
Toth Financial Advisory
Virginia
– -$8.35K -26 Closed
AW
769
Avion Wealth
Texas
– -$3.35K -11 -85%
FA
770
Fiduciary Alliance
South Carolina
– -$2.89K -9 Closed
NC
771
NewSquare Capital
Pennsylvania
– -$2.89K -9 Closed
WP
772
WealthPLAN Partners
Nebraska
– -$2.89K -9 Closed
CAS
773
Coppell Advisory Solutions
Texas
– -$2.54K -8 Closed
BG
774
Bollard Group
Massachusetts
– -$2K -5 Closed
CFO
775
CVA Family Office
Colorado
– -$1.61K -5 Closed