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ACV Auctions

Name Holding Trade Value Shares
Change
Change in
Stake
BF
251
BOK Financial
Oklahoma
$941 – – –
TWD
252
True Wealth Design
Ohio
$828 -$202 -13 -20%
AF
253
Allworth Financial
California
$747 +$31 +2 +5%
BFS
254
Bare Financial Services
Pennsylvania
$551 – – –
KB
255
Kimelman & Baird
New York
$536 – – –
GRP
256
Global Retirement Partners
California
$535 +$514 +33 New
FFA
257
Farther Finance Advisors
California
$276 – – –
Northwestern Mutual Wealth Management
258
Northwestern Mutual Wealth Management
Wisconsin
$276 – – –
BIG
259
Brooklyn Investment Group
New York
$244 – – –
VFM
260
Vision Financial Markets
Connecticut
$163 – – –
CPG
261
Cornerstone Planning Group
New Jersey
$127 – – –
EP
262
Essential Partners
California
$81 +$78 +5 New
TPCW
263
TD Private Client Wealth
New York
$65 – – –
SS
264
SBI Securities
Japan
$16 – – –
PWAM
265
Park West Asset Management
California
– -$19.2M -1,360,000 Closed
PFMOSF
266
Philadelphia Financial Management of San Francisco
California
– -$14.4M -1,023,871 Closed
RCM
267
Rivermont Capital Management
New York
– -$13.1M -933,113 Closed
Walleye Capital
268
Walleye Capital
New York
– -$10.2M -720,817 Closed
BCM
269
Bienville Capital Management
New York
– -$7.6M -539,488 Closed
First Trust Advisors
270
First Trust Advisors
Illinois
– -$3.27M -232,139 Closed
BFM
271
Boothbay Fund Management
New York
– -$2.23M -158,164 Closed
JF
272
Jump Financial
Illinois
– -$1.31M -92,996 Closed
XT
273
XTX Topco
Cayman Islands
– -$1.13M -80,355 Closed
CF
274
Corebridge Financial
Texas
– -$1.02M -72,494 Closed
CM
275
Caption Management
Oklahoma
– -$622K -40,000 Closed