Name Holding Trade Value Shares
Change
Change in
Stake
MBTD
1651
Mechanics Bank - Trust Department
California
– -$221K -2,999 Closed
SQA
1652
Simon Quick Advisors
New Jersey
– -$219K -2,967 Closed
KP
1653
Keel Point
Alabama
– -$218K -2,952 Closed
CIA
1654
Cape Investment Advisory
Georgia
– -$214K -2,902 Closed
LAM
1655
Lewis Asset Management
California
– -$213K -2,893 Closed
BP
1656
BBR Partners
New York
– -$212K -2,871 Closed
PCG
1657
PFC Capital Group
California
– -$206K -2,800 Closed
PWC
1658
Pathfinder Wealth Consulting
North Carolina
– -$206K -2,794 Closed
WAP
1659
Wealthcare Advisory Partners
Pennsylvania
– -$205K -2,782 Closed
AWA
1660
Aaron Wealth Advisors
Illinois
– -$205K -2,780 Closed
FHB
1661
First Hawaiian Bank
Hawaii
– -$203K -2,753 Closed
AMG
1662
Advisors Management Group
Wisconsin
– -$202K -2,737 Closed
CP
1663
Camelot Portfolios
Ohio
– -$188K -2,549 Closed
CIAM
1664
Caitong International Asset Management
Hong Kong
– -$185K -2,511 Closed
MW
1665
Maia Wealth
Colorado
– -$206K -2,290 Closed
LWANC
1666
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$147K -2,000 Closed
BC
1667
Bayforest Capital
United Kingdom
– -$117K -1,586 Closed
KBFS
1668
Kohmann Bosshard Financial Services
Ohio
– -$93.7K -1,272 Closed
SIM
1669
Sentry Investment Management
Wisconsin
– -$82K -1,115 Closed
TAM
1670
Tucker Asset Management
Colorado
– -$77.7K -1,054 Closed
WWA
1671
Wealth Watch Advisors
Colorado
– -$77.7K -1,054 Closed
OC
1672
Optima Capital
Oregon
– -$52.5K -712 Closed
EDRH
1673
Edmond de Rothschild Holding
Switzerland
– -$39.4K -534 Closed
RAM
1674
Reflection Asset Management
South Carolina
– -$34.6K -469 Closed
NL
1675
Navalign LLC
California
– -$29.3K -398 Closed