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Name Holding Trade Value Shares
Change
Change in
Stake
AG
1126
AlTi Global
New York
-$281K -5,743 Closed
CWM
1127
Centric Wealth Management
Illinois
-$260K -5,202 Closed
LCWP
1128
Legacy Capital Wealth Partners
Arkansas
-$250K -4,981 Closed
DT
1129
Diversified Trust
Tennessee
-$237K -4,834 Closed
SRL
1130
Scientech Research LLC
New Jersey
-$230K -4,695 Closed
MIS
1131
Morningstar Investment Services
Illinois
-$226K -4,620 Closed
OA
1132
Oracle Alpha
Ontario, Canada
-$222K -4,529 Closed
DLA
1133
Douglas Lane & Associates
New York
-$221K -4,520 Closed
MM
1134
MQS Management
New York
-$218K -4,445 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
1135
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$215K -4,388 Closed
CIS
1136
Custom Index Systems
New York
-$210K -4,277 Closed
MFWP
1137
Mosaic Family Wealth Partners
Missouri
-$208K -4,240 Closed
FBC
1138
Fairfield, Bush & Co
Connecticut
-$196K -4,010 Closed
TWM
1139
Tradition Wealth Management
Minnesota
-$152K -3,110 Closed
CG
1140
Cutler Group
California
-$158K -3,075 -99%
PS
1141
Planned Solutions
California
-$106K -2,160 Closed
FWM
1142
Focused Wealth Management
New York
-$97.4K -1,987 Closed
T. Rowe Price Investment Management
1143
T. Rowe Price Investment Management
Maryland
-$96K -1,956 Closed
GWS
1144
Glassman Wealth Services
Virginia
-$95K -1,938 Closed
Parallax Volatility Advisers
1145
Parallax Volatility Advisers
California
-$68.6K -1,335 Closed
TCWA
1146
Turtle Creek Wealth Advisors
Texas
-$48K -980 Closed
MFG
1147
Mendota Financial Group
Wisconsin
-$44.2K -902 Closed
AFS
1148
Annapolis Financial Services
Maryland
-$44.1K -900 Closed
MSWM
1149
McGlone Suttner Wealth Management
Wisconsin
-$39.6K -808 Closed
PCA
1150
Providence Capital Advisors
North Carolina
-$35.8K -731 Closed