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Name Holding Trade Value Shares
Change
Change in
Stake
CIAM
926
Caitong International Asset Management
Hong Kong
– -$360K -4,087 Closed
CGA
927
Compound Global Advisors
Washington
– -$352K -4,000 Closed
BBP
928
Banco BTG Pactual
Brazil
– -$334K -3,792 Closed
PWG
929
Portside Wealth Group
Utah
– -$333K -3,785 Closed
HCM
930
Howard Capital Management
Georgia
– -$329K -3,743 Closed
CAWM
931
Capital A Wealth Management
Pennsylvania
– -$312K -3,551 Closed
SQA
932
Simon Quick Advisors
New Jersey
– -$288K -3,273 Closed
William Blair & Company
933
William Blair & Company
Illinois
– -$283K -3,215 Closed
WG
934
Winton Group
United Kingdom
– -$278K -3,164 Closed
MG
935
Marex Group
– -$275K -3,130 Closed
SFC
936
SYM Financial Corp
Indiana
– -$247K -2,803 Closed
FAIM
937
Financial Advocates Investment Management
Washington
– -$243K -2,763 Closed
IWA
938
Icon Wealth Advisors
Texas
– -$241K -2,742 Closed
KMWM
939
Keudell/Morrison Wealth Management
Oregon
– -$225K -2,560 Closed
RT
940
Rockland Trust
Massachusetts
– -$219K -2,490 Closed
AWS
941
Atria Wealth Solutions
New York
– -$209K -2,381 Closed
TW
942
Traveka Wealth
California
– -$208K -2,364 Closed
AGM
943
Alpine Global Management
New York
– -$206K -2,343 Closed
OR
944
Olympiad Research
Connecticut
– -$202K -2,291 Closed
SW
945
SVB Wealth
Massachusetts
– -$184K -2,095 Closed
HCP
946
Hexagon Capital Partners
Arkansas
– -$131K -1,488 Closed
FIA
947
FNY Investment Advisers
New York
– -$105K -1,202 Closed
WT
948
Washington Trust
Rhode Island
– -$90.6K -1,030 Closed
WF
949
Wayfinding Financial
Washington
– -$74K -847 Closed
SHF
950
Safe Harbor Fiduciary
Florida
– -$61.6K -700 Closed