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Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
1251
Wilmington Savings Fund Society
Delaware
-$228K -1,384 Closed
BAM
1252
Belpointe Asset Management
Nevada
-$228K -1,380 Closed
KP
1253
Keel Point
Alabama
-$223K -1,354 Closed
JSL
1254
JT Stratford LLC
Georgia
-$216K -1,309 Closed
GT
1255
Glenview Trust
Kentucky
-$215K -1,303 Closed
AFO
1256
Arrowroot Family Office
California
-$212K -1,285 Closed
LFA
1257
Legacy Financial Advisors
Kentucky
-$211K -1,282 Closed
RBC
1258
Romano Brothers & Co
Illinois
-$210K -1,274 Closed
GA
1259
Geller Advisors
New York
-$207K -1,256 Closed
Empower Advisory Group
1260
Empower Advisory Group
Colorado
-$204K -1,239 Closed
JPLA
1261
Joseph P. Lucia & Associates
New York
-$204K -1,237 Closed
LP
1262
LMR Partners
United Kingdom
-$201K -1,218 Closed
ML
1263
McAdam LLC
Pennsylvania
-$201K -1,217 Closed
OFS
1264
OneAscent Financial Services
Alabama
-$200K -1,210 Closed
QPBE
1265
Quintet Private Bank (Europe)
Luxembourg
-$222K -1,175 Closed
First Manhattan
1266
First Manhattan
New York
-$160K -966 Closed
FFA
1267
First Foundation Advisors
California
-$151K -917 Closed
ECM
1268
EMC Capital Management
Texas
-$96K -600 Closed
FIM
1269
Fernwood Investment Management
Massachusetts
-$89.9K -545 Closed
NL
1270
NKCFO LLC
Illinois
-$82K -500 Closed
IPW
1271
Impact Partnership Wealth
Georgia
-$68.3K -414 Closed
FFWA
1272
FRG Family Wealth Advisors
Washington
-$58.7K -370 Closed
ORAM
1273
One River Asset Management
Connecticut
-$56.2K -368 Closed
GAA
1274
Global Assets Advisory
Florida
-$54.6K -334 Closed
LF
1275
LifeSteps Financial
California
-$46.2K -280 Closed