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Name Holding Trade Value Shares
Change
Change in
Stake
UWS
626
Unique Wealth Strategies
Illinois
– -$626K -15,483 Closed
DTL
627
Dynamic Technology Lab
Singapore
– -$625K -15,463 Closed
JTWM
628
Jackson Thornton Wealth Management
Alabama
– -$561K -14,676 Closed
NorthRock Partners
629
NorthRock Partners
Minnesota
– -$524K -12,963 Closed
N
630
Numerai
California
– -$494K -12,212 Closed
HIA
631
Harbor Investment Advisory
Maryland
– -$461K -11,392 Closed
OAM
632
Occidental Asset Management
California
– -$459K -11,355 Closed
Perigon Wealth Management
633
Perigon Wealth Management
California
– -$439K -10,851 Closed
Nomura Holdings
634
Nomura Holdings
Japan
– -$429K -10,598 Closed
TCA
635
Transcend Capital Advisors
New Jersey
– -$411K -10,154 Closed
PI
636
Parkside Investments
Illinois
– -$405K -10,000 Closed
Altshuler Shaham
637
Altshuler Shaham
Israel
– -$368K -9,100 Closed
CPA
638
Capital Performance Advisors
California
– -$368K -9,096 Closed
Pathstone Holdings
639
Pathstone Holdings
New Jersey
– -$355K -8,786 Closed
KRW
640
Kaufman Rossin Wealth
Florida
– -$351K -8,675 Closed
Concurrent Investment Advisors
641
Concurrent Investment Advisors
Florida
– -$349K -8,639 Closed
JCM
642
Jag Capital Management
Missouri
– -$300K -7,413 Closed
Savvy Advisors Inc
643
Savvy Advisors Inc
New York
– -$297K -7,345 Closed
Independent Advisor Alliance
644
Independent Advisor Alliance
North Carolina
– -$292K -7,209 Closed
Tokio Marine Asset Management
645
Tokio Marine Asset Management
Japan
– -$283K -7,000 Closed
BWCS
646
Beirne Wealth Consulting Services
Connecticut
– -$281K -6,954 Closed
LOAMU
647
Lombard Odier Asset Management (USA)
New York
– -$270K -6,667 Closed
Kingswood Wealth Advisors
648
Kingswood Wealth Advisors
California
– -$262K -6,465 Closed
AFGAS
649
Allegiance Financial Group Advisory Services
Virginia
– -$258K -6,389 Closed
Fifth Third Wealth Advisors
650
Fifth Third Wealth Advisors
Ohio
– -$257K -6,343 Closed