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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Alterna Wealth Management
Texas
– -$31K -20,000 Closed
State of Wisconsin Investment Board
227
State of Wisconsin Investment Board
Wisconsin
– -$23.7K -15,274 Closed
FC
228
Farringdon Capital
United Kingdom
– -$19.6K -12,658 Closed
Vontobel Holding
229
Vontobel Holding
Switzerland
– -$18.3K -11,820 Closed
Mercer Global Advisors
230
Mercer Global Advisors
Colorado
– -$18.3K -11,781 Closed
Cerity Partners
231
Cerity Partners
New York
– -$16.3K -10,515 Closed
PCA
232
Pallas Capital Advisors
Massachusetts
– -$16.1K -10,361 Closed
Vanguard Personalized Indexing Management
233
Vanguard Personalized Indexing Management
California
– -$15.6K -10,054 Closed
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
– -$15.5K -10,021 Closed
EB
235
Eastern Bank
Massachusetts
– -$15.5K -10,000 Closed
CIAM
236
Caitong International Asset Management
Hong Kong
– -$3.62K -2,333 Closed
VanEck Associates
237
VanEck Associates
New York
– -$4K -2,264 Closed
IWM
238
IMG Wealth Management
Florida
– -$1.98K -1,280 Closed
TWD
239
True Wealth Design
Ohio
– -$1.58K -1,017 Closed
TCOV
240
Trust Company of Vermont
Vermont
– -$1.41K -907 Closed
PWA
241
Physician Wealth Advisors
Utah
– -$965 -622 Closed
SSG
242
Summit Securities Group
New York
– -$719 -464 Closed
T
243
Tidemark
California
– -$704 -454 Closed
CA
244
Continuum Advisory
Idaho
– -$130 -84 Closed
CIBC Private Wealth Group
245
CIBC Private Wealth Group
Georgia
– -$106 -80 Closed
C
246
Covestor
United Kingdom
– -$3 -2 -6%