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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
EBA
1951
Eagle Bay Advisors
New York
– -$162K -177 Closed
LF
1952
Lee Financial
Texas
– -$116K -127 Closed
Twin Tree Management
1953
Twin Tree Management
Texas
– -$115K -126 Closed
DAM
1954
Delta Asset Management
Tennessee
– -$113K -123 Closed
EPM
1955
Equitec Proprietary Markets
Illinois
– -$103K -112 Closed
FPWM
1956
FSB Premier Wealth Management
Iowa
– -$93K -102 Closed
ACM
1957
Aquatic Capital Management
Illinois
– -$92K -100 Closed
TC
1958
Truvestments Capital
Florida
– -$87K -96 Closed
CA
1959
Cornerstone Advisory
Maryland
– -$80K -88 Closed
PCMC
1960
Paragon Capital Management (Colorado)
Colorado
– -$73K -80 Closed
PP
1961
PrairieView Partners
Minnesota
– -$70K -77 Closed
CF
1962
Concorde Financial
Texas
– -$66K -72 Closed
TC
1963
TAP Consulting
Missouri
– -$61K -66 Closed
MAM
1964
Mystic Asset Management
Rhode Island
– -$48K -53 Closed
AIM
1965
AHL Investment Management
Florida
– -$48K -52 Closed
MTWM
1966
Masso Torrence Wealth Management
New Jersey
– -$41K -45 Closed
CWS
1967
Confluence Wealth Services
Pennsylvania
– -$35K -39 Closed
WWMSC
1968
Wagner Wealth Management (South Carolina)
South Carolina
– -$36K -39 Closed
Q
1969
QVR
California
– -$29.7K -38 Closed
TCWM
1970
Total Clarity Wealth Management
Illinois
– -$23K -25 Closed
HNWA
1971
Henrickson Nauta Wealth Advisors
Michigan
– -$18K -23 Closed
RK
1972
Rather & Kittrell
Tennessee
– -$19K -21 Closed
AHIA
1973
Andrew Hill Investment Advisors
Florida
– -$18K -20 Closed
RWA
1974
RGT Wealth Advisors
Texas
– -$16K -17 Closed
HFM
1975
Harvest Fund Management
China
– -$13K -15 Closed