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Name Holding Trade Value Shares
Change
Change in
Stake
PVH
1901
Psagot Value Holdings
Israel
-$155K -2,309 Closed
FFWM
1902
Future Financial Wealth Management
Ohio
-$131K -1,954 Closed
MUMSS
1903
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$99.3K -1,483 Closed
NCTC
1904
New Covenant Trust Company
Indiana
-$64.2K -958 Closed
IPW
1905
Impact Partnership Wealth
Georgia
-$48.3K -721 Closed
VL
1906
Vima LLC
Michigan
-$53.8K -709 Closed
NIMI
1907
Natixis Investment Managers International
France
-$40.9K -610 Closed
NIC
1908
Northwest Investment Counselors
Oregon
-$33.8K -504 Closed
SWM
1909
Sanctuary Wealth Management
Idaho
-$12.5K -187 Closed
MAWCM
1910
Mine & Arao Wealth Creation & Management
California
-$10.7K -160 Closed
FFWA
1911
FRG Family Wealth Advisors
Washington
-$8.9K -131 Closed
CB
1912
Community Bank
New York
-$8.37K -125 Closed
AEPWM
1913
Atlantic Edge Private Wealth Management
Florida
-$7.84K -117 Closed
FSWA
1914
Financial Synergies Wealth Advisors
Texas
-$7.24K -108 Closed
BFA
1915
BBJS Financial Advisors
Washington
-$5.56K -83 Closed
RF
1916
Robinswood Financial
Washington
-$4.94K -76 Closed
CBT
1917
CoreFirst Bank & Trust
Kansas
-$5.02K -75 Closed
RCM
1918
Richardson Capital Management
Wisconsin
-$3.75K -56 Closed
CJ
1919
Caitlin John
Michigan
-$2.08K -31 Closed
HWM
1920
Horizons Wealth Management
North Carolina
-$1.78K -29 Closed
ACM
1921
Anfield Capital Management
California
-$1.74K -26 Closed
GFL
1922
Granite FO LLC
New Hampshire
-$1.13K -16 Closed
BGA
1923
Battery Global Advisors
Massachusetts
-$1K -15 Closed
BCH
1924
Berkshire Capital Holdings
California
-$670 -10 Closed
CPA
1925
Clear Point Advisors
New York
-$268 -4 Closed