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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1176
Childress Capital Advisors
Texas
– -$59K -2,628 Closed
RWA
1177
Ropes Wealth Advisors
Massachusetts
– -$52K -2,375 Closed
PWPS
1178
Pinnacle Wealth Planning Services
Ohio
– -$49K -2,241 Closed
Bank Julius Baer & Co
1179
Bank Julius Baer & Co
Switzerland
– -$48K -2,199 Closed
RCG
1180
Rock Creek Group
District of Columbia
– -$48K -2,197 Closed
PFO
1181
Pathstone Family Office
New Jersey
– -$44K -2,013 Closed
TPWA
1182
TRUE Private Wealth Advisors
Oregon
– -$43K -1,989 Closed
BWM
1183
Birchcreek Wealth Management
Ohio
– -$40K -1,834 Closed
AWG
1184
Altus Wealth Group
Colorado
– -$32K -1,450 Closed
RPWA
1185
Regent Peak Wealth Advisors
Georgia
– -$29K -1,351 Closed
MCM
1186
McMillion Capital Management
North Carolina
– -$28K -1,300 Closed
WIM
1187
Wilen Investment Management
Florida
– -$19K -888 Closed
CTFG
1188
Capstone Triton Financial Group
Oklahoma
– -$19K -885 Closed
TI
1189
tru Independence
Oregon
– -$17 -782 Closed
SIAG
1190
Signet Investment Advisory Group
Rhode Island
– -$16K -725 Closed
DWM
1191
Defined Wealth Management
Oregon
– -$13K -600 Closed
LWCFA
1192
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$13K -600 Closed
LGA
1193
Lebenthal Global Advisors
New York
– -$8K -386 Closed
EA
1194
Elm Advisors
California
– -$7K -313 Closed
IA
1195
Inspire Advisors
Idaho
– -$7K -303 Closed
CA
1196
Centerpoint Advisors
Massachusetts
– -$6K -257 Closed
OIS
1197
Okabena Investment Services
Minnesota
– -$5K -250 Closed
ICP
1198
Interchange Capital Partners
Pennsylvania
– -$5K -240 Closed
CWM
1199
Curi Wealth Management
North Carolina
– -$4K -196 Closed
TFGT
1200
TS Financial Group (TSFG)
Illinois
– -$4K -162 Closed