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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
926
TriaGen Wealth Management
California
– -$283K -3,639 Closed
IFPG
927
Intrepid Financial Planning Group
Indiana
– -$264K -3,388 Closed
BPA
928
Beacon Pointe Advisors
California
– -$233K -2,978 Closed
1WA
929
180 Wealth Advisors
Washington
– -$221K -2,837 Closed
SRG
930
SBB Research Group
Illinois
– -$216K -2,781 Closed
XT
931
XTX Topco
Cayman Islands
– -$216K -2,779 Closed
ECM
932
Evergreen Capital Management
Washington
– -$211K -2,708 Closed
BCA
933
Bay Colony Advisors
Massachusetts
– -$210K -2,700 Closed
PWPS
934
Pinnacle Wealth Planning Services
Ohio
– -$206K -2,652 Closed
KPWS
935
Kestra Private Wealth Services
Texas
– -$206K -2,650 Closed
FPAS
936
Focus Partners Advisor Solutions
Missouri
– -$206K -2,649 Closed
EFM
937
E Fund Management
China
– -$201K -2,578 Closed
SFO
938
Standard Family Office
South Dakota
– -$161K -2,064 Closed
NICM
939
Neo Ivy Capital Management
New York
– -$120K -1,538 Closed
FMP
940
Financial Management Professionals
Texas
– -$76K -982 Closed
RTC
941
Riverview Trust Company
Washington
– -$39K -502 Closed
RMC
942
Resources Management Corp
Connecticut
– -$38K -490 Closed
HDIM
943
Hanson & Doremus Investment Management
Vermont
– -$27K -350 Closed
MA
944
MUFG Americas
New York
– -$27K -343 Closed
GWSG
945
GPS Wealth Strategies Group
Colorado
– -$23K -302 Closed
VCM
946
Vigilant Capital Management
Maine
– -$18K -229 Closed
EW
947
Evoke Wealth
California
– -$10K -126 Closed
MIM
948
Macroview Investment Management
Maryland
– -$9K -122 Closed
CAL
949
Capital Analysts LLC
Pennsylvania
– -$9K -119 Closed
HR
950
Howe & Rusling
New York
– -$8K -104 Closed