Name Holding Trade Value Shares
Change
Change in
Stake
WAG
2501
Wallace Advisory Group
California
– -$380K -1,447 Closed
ACM
2502
Acrisure Capital Management
Texas
– -$378K -1,439 Closed
B
2503
Barings
North Carolina
– -$371K -1,414 Closed
KI
2504
Kula Investments
Illinois
– -$363K -1,382 Closed
CANY
2505
Caxton Associates (New York)
New York
– -$361K -1,373 Closed
WG
2506
Winton Group
United Kingdom
– -$358K -1,363 Closed
BBW
2507
Blue Barn Wealth
Utah
– -$338K -1,286 Closed
BWP
2508
Balboa Wealth Partners
Arizona
– -$320K -1,217 Closed
JCM
2509
Janney Capital Management
Pennsylvania
– -$318K -1,209 Closed
DWP
2510
Destiny Wealth Partners
Florida
– -$301K -1,147 Closed
FFG
2511
Frisch Financial Group
New York
– -$301K -1,146 Closed
MSWM
2512
McGlone Suttner Wealth Management
Wisconsin
– -$294K -1,120 Closed
AC
2513
ASB Consultores
Florida
– -$289K -1,100 Closed
RWA
2514
Redmont Wealth Advisors
Illinois
– -$273K -1,040 Closed
AP
2515
Adero Partners
California
– -$265K -1,007 Closed
DWM
2516
Drive Wealth Management
Utah
– -$253K -965 Closed
WMA
2517
West Michigan Advisors
Michigan
– -$252K -961 Closed
DCM
2518
Deuterium Capital Management
Florida
– -$250K -952 Closed
CWA
2519
Clarity Wealth Advisors
California
– -$248K -945 Closed
GAM
2520
Griffin Asset Management
New York
– -$244K -929 Closed
WF
2521
Wayfinding Financial
Washington
– -$207K -927 Closed
CCM
2522
Condor Capital Management
New Jersey
– -$235K -894 Closed
AAS
2523
Annex Advisory Services
Wisconsin
– -$230K -876 Closed
AC
2524
Avestar Capital
New York
– -$228K -868 Closed
CC
2525
Constitution Capital
Connecticut
– -$227K -865 Closed