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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
401
Calamos Wealth Management
Illinois
-$247K -8,922 Closed
JF
402
Jump Financial
Illinois
-$242K -8,730 Closed
MM
403
MQS Management
New York
-$237K -8,540 Closed
ECM
404
Evergreen Capital Management
Washington
-$236K -8,525 Closed
SA
405
Sanctuary Advisors
Indiana
-$228K -8,213 Closed
PPW
406
Parcion Private Wealth
Washington
-$226K -8,144 Closed
RS
407
R Squared
Hong Kong
-$219K -7,915 Closed
LNWTC
408
Laird Norton Wetherby Trust Company
Washington
-$203K -7,341 Closed
RFP
409
Root Financial Partners
California
-$61K -2,202 Closed
WPA
410
Wealth Preservation Advisors
Tennessee
-$25.4K -917 Closed
ASN
411
Advisory Services Network
Georgia
-$23.3K -842 Closed
TPWA
412
Twin Peaks Wealth Advisors
California
-$7.59K -274 Closed
AA
413
Ancora Advisors
Ohio
-$6.84K -247 Closed
HNW
414
High Note Wealth
Minnesota
-$3.57K -129 Closed
SIS
415
Sound Income Strategies
Florida
-$1.8K -65 Closed
AGWCA
416
Annis Gardner Whiting Capital Advisors
Florida
-$1.16K -42 Closed
AW
417
Avion Wealth
Texas
-$541 -18 -50%
VWM
418
Vermillion Wealth Management
Minnesota
-$416 -15 Closed
IWS
419
Intentional Wealth Strategies
Colorado
-$277 -10 Closed
AUB
420
Atlantic Union Bankshares
Virginia
-$222 -8 Closed
FGP
421
Freestone Grove Partners
California
-$28 -1 Closed
HFS
422
Hughes Financial Services
Virginia
-$28 -1 Closed
NWM
423
Navigoe Wealth Management
California
+$481 +16 New