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Name Holding Trade Value Shares
Change
Change in
Stake
CCP
726
Corient Capital Partners
California
– -$201K -898 Closed
WAM
727
Wolverine Asset Management
Illinois
– -$169K -759 Closed
RDWM
728
Red Door Wealth Management
Tennessee
– -$118K -532 Closed
PGWM
729
Parisi Gray Wealth Management
New Jersey
– -$115K -514 Closed
MUMSS
730
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$78K -350 Closed
IPW
731
IronBridge Private Wealth
Texas
– -$37K -165 Closed
ETC
732
Exchange Traded Concepts
Oklahoma
– -$31K -140 Closed
CWP
733
Concord Wealth Partners
Virginia
– -$27K -122 Closed
BFA
734
Brendel Financial Advisors
New Hampshire
– -$26K -115 Closed
SL
735
Savior LLC
Massachusetts
– -$15K -68 Closed
CFO
736
CVA Family Office
Colorado
– -$7K -32 Closed
LWCFA
737
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$4K -19 Closed
SSB
738
Sandy Spring Bank
Maryland
– -$4K -16 Closed
SB
739
Strategic Blueprint
Georgia
– -$3K -15 Closed
CYG
740
Clean Yield Group
Vermont
– -$3K -13 Closed
SFO
741
Standard Family Office
South Dakota
– -$2K -9 Closed
CA
742
Clearstead Advisors
Ohio
– -$2K -8 Closed
LF
743
Lee Financial
Texas
– -$2K -8 Closed
SIS
744
Sound Income Strategies
Florida
– -$2K -8 Closed
BIA
745
Bell Investment Advisors
California
– +$443 +2 New