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Name Holding Trade Value Shares
Change
Change in
Stake
RG
2801
Renaissance Group
Kentucky
– -$285K -990 Closed
TCBWMS
2802
Texas Capital Bank Wealth Management Services
Texas
– -$285K -988 Closed
CCM
2803
Crew Capital Management
Ohio
– -$284K -985 Closed
XT
2804
XTX Topco
Cayman Islands
– -$283K -983 Closed
PDL
2805
Portfolio Design Labs
California
– -$272K -943 Closed
CCM
2806
Cullen Capital Management
New York
– -$268K -930 Closed
CPRC
2807
Consolidated Portfolio Review Corp
New York
– -$266K -923 Closed
BHCM
2808
Brevan Howard Capital Management
Jersey
– -$266K -922 Closed
PAIM
2809
Punch & Associates Investment Management
Minnesota
– -$259K -900 Closed
OWM
2810
OneAscent Wealth Management
Alabama
– -$257K -893 Closed
AFP
2811
Alpha Financial Partners
Kentucky
– -$257K -892 Closed
DCM
2812
Driehaus Capital Management
Illinois
– -$253K -879 Closed
GWS
2813
Glassman Wealth Services
Virginia
– -$249K -864 Closed
I
2814
InceptionR
California
– -$249K -864 Closed
APW
2815
Aurora Private Wealth
New Jersey
– -$247K -859 Closed
CCM
2816
Carlson Capital Management
Minnesota
– -$245K -852 Closed
CSIA
2817
Carl Stuart Investment Advisor
Texas
– -$241K -836 Closed
LAS
2818
Lloyd Advisory Services
Georgia
– -$238K -826 Closed
WP
2819
WealthPLAN Partners
Nebraska
– -$235K -816 Closed
CCP
2820
Clarkston Capital Partners
Michigan
– -$229K -796 Closed
GP
2821
Geneva Partners
Wisconsin
– -$228K -793 Closed
MSWM
2822
McGlone Suttner Wealth Management
Wisconsin
– -$226K -786 Closed
WFAG
2823
Wescott Financial Advisory Group
Pennsylvania
– -$222K -772 Closed
CIS
2824
Custom Index Systems
New York
– -$221K -769 Closed
AFG
2825
ABLE Financial Group
Arizona
– -$221K -766 Closed