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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
751
Concord Wealth Partners
Virginia
– -$4K -48 Closed
GKIM
752
GW&K Investment Management
Massachusetts
– -$4K -45 Closed
RIM
753
Rockbridge Investment Management
New York
– -$3.69K -45 Closed
NSB
754
Norway Savings Bank
Maine
– -$3K -37 Closed
CB
755
Community Bank
New York
– -$3K -35 Closed
FMB
756
Field & Main Bank
Kentucky
– -$2K -24 Closed
COCM
757
Charter Oak Capital Management
New Hampshire
– -$2K -23 Closed
WOSD
758
WFA of San Diego
California
– -$2K -23 Closed
AW
759
ACG Wealth
Georgia
– -$2K -19 Closed
GIA
760
GHP Investment Advisors
Colorado
– -$1.41K -16 -80%
Jones Financial Companies
761
Jones Financial Companies
Missouri
– -$1K -12 Closed
FBC
762
Fairfield, Bush & Co
Connecticut
– -$1K -10 Closed
SLAM
763
Swiss Life Asset Management
– -$739 -9 Closed
AWM
764
Avior Wealth Management
Nebraska
– -$442 -5 -42%
SC
765
SouthState Corp
Florida
– -$442 -5 -83%
IHWM
766
Iron Horse Wealth Management
Iowa
– -$353 -4 -40%
CB
767
CNB Bank
Pennsylvania
– -$265 -3 -38%
PP
768
PrairieView Partners
Minnesota
– -$265 -3 -75%
BCMLT
769
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$177 -2 -11%
CDIA
770
Capital Directions Investment Advisors
Georgia
– -$88 -1 Closed
MTIC
771
Missouri Trust & Investment Company
Missouri
– -$1K -1 Closed
TCWA
772
Ten Capital Wealth Advisors
Washington
– -$88 -1 -25%
AIM
773
Axiom Investment Management
New York
– +$88 +1 New
CAL
774
Capital Advisors Ltd
Ohio
– +$88 +1 +100%
GIA
775
Goodwin Investment Advisory
Georgia
– +$88 +1 New