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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
851
First Trust Direct Indexing
Massachusetts
– -$247K -7,880 Closed
VT
852
Vise Technologies
New York
– -$243K -7,736 Closed
JCM
853
Janney Capital Management
Pennsylvania
– -$219K -6,972 Closed
FA
854
Fermata Advisors
California
– -$213K -6,796 Closed
AAM
855
Aureus Asset Management
Massachusetts
– -$213K -6,792 Closed
SW
856
SVB Wealth
Massachusetts
– -$208K -6,640 Closed
MC
857
Maverick Capital
Texas
– -$208K -6,620 Closed
IWC
858
Integrated Wealth Concepts
Massachusetts
– -$203K -6,456 Closed
Koshinski Asset Management
859
Koshinski Asset Management
Illinois
– -$171K -5,436 Closed
MAM
860
Marquette Asset Management
Minnesota
– -$160K -5,092 Closed
SFO
861
Standard Family Office
South Dakota
– -$155K -4,940 Closed
SSG
862
Summit Securities Group
New York
– -$133K -4,252 Closed
GLLW
863
Graves Light Lenhart Wealth
Virginia
– -$105K -3,356 Closed
CA
864
Clearstead Advisors
Ohio
– -$71K -2,276 Closed
SCA
865
Sandy Cove Advisors
Massachusetts
– -$57K -1,808 Closed
CT
866
Cambridge Trust
Massachusetts
– -$23K -740 Closed
GAM
867
Gemmer Asset Management
California
– -$22K -720 Closed
HNWAG
868
High Net Worth Advisory Group
Florida
– -$19K -600 Closed
T
869
TCWP
Ohio
– -$13K -436 Closed
AWA
870
Aaron Wealth Advisors
Illinois
– -$11.2K -356 Closed
LTI
871
Laffer Tengler Investments
Tennessee
– -$4.77K -152 Closed
BA
872
Bellwether Advisors
Nebraska
– -$4K -144 Closed
CI
873
Cordant Inc
Oregon
– -$5K -144 Closed
BHWM
874
Beaird Harris Wealth Management
Texas
– -$3K -100 Closed
TFO
875
Tarbox Family Office
California
– -$3K -100 Closed