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Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
1001
Annis Gardner Whiting Capital Advisors
Florida
-$487K -3,220 Closed
MWM
1002
Meadowbrook Wealth Management
New York
-$426K -2,815 Closed
PCM
1003
PenderFund Capital Management
British Columbia, Canada
-$424K -2,800 Closed
VT
1004
Vise Technologies
New York
-$268K -2,450 Closed
LCM
1005
Lattice Capital Management
Washington
-$310K -2,000 Closed
Blackstone Inc
1006
Blackstone Inc
New York
-$270K -1,787 Closed
Fifth Third Bancorp
1007
Fifth Third Bancorp
Ohio
-$269K -1,780 Closed
WE
1008
Wealth Effects
Massachusetts
-$261K -1,725 Closed
QC
1009
Quantessence Capital
New York
-$254K -1,682 Closed
FFM
1010
Forum Financial Management
Illinois
-$254K -1,678 Closed
AGDI
1011
Absolute Gestao de Investimentos
Brazil
-$250K -1,650 Closed
SWASL
1012
Spartan Wealth Advisory Services LLC
Michigan
-$245K -1,622 Closed
AA
1013
Apriem Advisors
California
-$228K -1,508 Closed
AA
1014
Advisory Alpha
Michigan
-$225K -1,489 Closed
BPC
1015
Banque Pictet & Cie
Switzerland
-$209K -1,380 Closed
CIEC
1016
Crédit Industriel et Commercial
France
-$205K -1,358 Closed
EWM
1017
Elite Wealth Management
Washington
-$200K -1,323 Closed
SMFG
1018
Sumitomo Mitsui Financial Group
Japan
-$102K -677 Closed
CM
1019
Capula Management
Cayman Islands
-$169K -635 Closed
GSEP
1020
Golden State Equity Partners
California
-$80.8K -534 Closed
SIS
1021
Sound Income Strategies
Florida
-$71.2K -459 Closed
AWM
1022
Activest Wealth Management
Florida
-$66.6K -440 Closed
GAA
1023
Global Assets Advisory
Florida
-$60.5K -400 Closed
WOSD
1024
WFA of San Diego
California
-$45.4K -300 Closed
AWM
1025
Abound Wealth Management
Tennessee
-$29.3K -194 Closed