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Name Holding Trade Value Shares
Change
Change in
Stake
PE
951
PCM Encore
Colorado
– -$215K -5,224 Closed
MFWP
952
Mosaic Family Wealth Partners
Missouri
– -$209K -5,068 Closed
IHT Wealth Management
953
IHT Wealth Management
Illinois
– -$208K -5,065 Closed
WAG
954
Wallace Advisory Group
California
– -$208K -5,056 Closed
BA
955
Bridgewater Advisors
New York
– -$210K -5,024 Closed
TIAA Trust, National Association
956
TIAA Trust, National Association
North Carolina
– -$207K -5,021 Closed
Western Wealth Management
957
Western Wealth Management
Colorado
– -$206K -4,998 Closed
CA
958
Claro Advisors
Massachusetts
– -$205K -4,989 Closed
DCM
959
DGS Capital Management
New Jersey
– -$204K -4,953 Closed
Oppenheimer & Co
960
Oppenheimer & Co
New York
– -$203K -4,935 Closed
TCWA
961
Turtle Creek Wealth Advisors
Texas
– -$201K -4,873 Closed
CSW
962
Cogent Strategic Wealth
Illinois
– -$221K -4,788 Closed
Diversify Advisory Services
963
Diversify Advisory Services
Utah
– -$209K -4,569 Closed
FHA
964
Flagship Harbor Advisors
Massachusetts
– -$152K -3,700 Closed
CCAM
965
Cascades Capital Asset Management
North Carolina
– -$109K -2,658 Closed
WC
966
Wexford Capital
Florida
– -$101K -2,448 Closed
Intact Investment Management
967
Intact Investment Management
Quebec, Canada
– -$78.2K -1,900 Closed
NL
968
Navalign LLC
California
– -$65.4K -1,589 Closed
WW
969
Winnow Wealth
Texas
– -$63.1K -1,503 Closed
SIM
970
Sentry Investment Management
Wisconsin
– -$47K -1,154 Closed
EW
971
Elyxium Wealth
California
– -$41.3K -1,003 Closed
DV Trading
972
DV Trading
Illinois
– -$41.1K -1,000 Closed
Union Bancaire Privee
973
Union Bancaire Privee
Switzerland
– -$37.1K -900 Closed
SageView Advisory Group
974
SageView Advisory Group
California
– -$34.8K -845 Closed
IIM
975
IFC & Insurance Marketing
California
– -$28K -690 Closed