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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
801
CKW Financial Group
Hawaii
-$215K -4,450 Closed
DC
802
Diametric Capital
Massachusetts
-$214K -4,444 Closed
RS
803
R Squared
Hong Kong
-$202K -4,180 Closed
BAM
804
Belpointe Asset Management
Nevada
-$226K -4,023 Closed
KIM
805
Kestra Investment Management
Texas
-$84.5K -1,752 Closed
OP
806
ORG Partners
Indiana
-$81.1K -1,681 Closed
LDB
807
Lee, Danner & Bass
Tennessee
-$31.4K -652 Closed
CFGS
808
Concourse Financial Group Securities
Alabama
-$33.4K -649 Closed
SAM
809
Synergy Asset Management
Washington
-$29.9K -519 Closed
BBHC
810
Brown Brothers Harriman & Co
New York
-$24.1K -500 Closed
SSB
811
Sandy Spring Bank
Maryland
-$21.9K -455 Closed
VWM
812
Venturi Wealth Management
Texas
-$16.1K -334 Closed
GC
813
Gould Capital
Washington
-$14.8K -307 Closed
CIAS
814
CBIZ Investment Advisory Services
Ohio
-$10.6K -220 Closed
FIA
815
FPC Investment Advisory
California
-$10.2K -188 Closed
PMFA
816
Plante Moran Financial Advisors
Michigan
-$8.92K -185 Closed
CMP
817
Coston McIsaac & Partners
Maine
-$8K -173 Closed
VHAM
818
Van Hulzen Asset Management
California
-$7.91K -164 Closed
NRG
819
Nemes Rush Group
Michigan
-$6.42K -133 Closed
CAS
820
Coppell Advisory Solutions
Texas
-$6.18K -128 Closed
HCM
821
Hollencrest Capital Management
California
-$5.69K -118 Closed
AA
822
Ancora Advisors
Ohio
-$4.2K -87 Closed
FWM
823
FLP Wealth Management
Arkansas
-$4.15K -86 Closed
TFM
824
TFC Financial Management
Massachusetts
-$2.89K -60 Closed
RFG
825
REAP Financial Group
Texas
-$2.41K -50 Closed