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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1051
Richwood Investment Advisors
Ohio
-$164K -545 Closed
CSWM
1052
Cassady Schiller Wealth Management
Ohio
-$84K -280 Closed
MC
1053
Maverick Capital
Texas
-$82K -274 Closed
FPWM
1054
FSB Premier Wealth Management
Iowa
-$77K -258 Closed
AWA
1055
Amplius Wealth Advisors
Pennsylvania
-$65K -217 Closed
EBA
1056
Eagle Bay Advisors
New York
-$50K -166 Closed
EPM
1057
Equitec Proprietary Markets
Illinois
-$36K -119 Closed
DKCM
1058
Davidson Kempner Capital Management
New York
-$30K -100 Closed
IPW
1059
IronBridge Private Wealth
Texas
-$21K -69 Closed
LF
1060
Lee Financial
Texas
-$19K -62 Closed
TCOV
1061
Trust Company of Vermont
Vermont
-$18K -61 Closed
DWA
1062
Delos Wealth Advisors
Texas
-$16K -52 Closed
TLFA
1063
True Link Financial Advisors
California
-$5K -17 Closed
RPCONE
1064
Retirement Planning Company of New England
Rhode Island
-$4K -16 Closed
SFM
1065
Signet Financial Management
New Jersey
-$5K -15 Closed
SC
1066
Stephens Consulting
Michigan
-$3.31K -11 Closed
TWP
1067
TFO Wealth Partners
Ohio
-$3K -9 Closed
EWM
1068
Edge Wealth Management
New York
-$2K -8 Closed
SC
1069
SouthState Corp
Florida
-$2K -5 Closed
AWM
1070
Avior Wealth Management
Nebraska
-$1K -4 Closed
UFF
1071
USA Financial Formulas
Michigan
-$1K -2 Closed