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Name Holding Trade Value Shares
Change
Change in
Stake
GM
1251
GeoWealth Management
Illinois
-$303K -2,016 Closed
Wolverine Trading
1252
Wolverine Trading
Illinois
-$299K -1,944 Closed
SGI
1253
Summit Global Investments
Utah
-$290K -1,924 Closed
PDL
1254
Portfolio Design Labs
California
-$271K -1,796 Closed
NPT
1255
National Philanthropic Trust
Pennsylvania
-$269K -1,784 Closed
OWA
1256
Octavia Wealth Advisors
Ohio
-$268K -1,780 Closed
WA
1257
Wealth Alliance
New York
-$267K -1,772 Closed
EWM
1258
Evercore Wealth Management
New York
-$251K -1,664 Closed
FA
1259
FDx Advisors
Illinois
-$250K -1,660 Closed
OAM
1260
Oxford Asset Management
United Kingdom
-$240K -1,592 Closed
MIS
1261
Morningstar Investment Services
Illinois
-$232K -1,544 Closed
CA
1262
Claar Advisors
New York
-$217K -1,440 Closed
CIA
1263
Compass Ion Advisors
Pennsylvania
-$211K -1,400 Closed
SAF
1264
Smith Anglin Financial
Texas
-$204K -1,356 Closed
PE
1265
Point72 Europe
United Kingdom
-$187K -1,244 Closed
KI
1266
Kapitalo Investimentos
Brazil
-$157K -1,044 Closed
MSWM
1267
McGlone Suttner Wealth Management
Wisconsin
-$138K -916 Closed
WCM
1268
Winthrop Capital Management
Indiana
-$91.6K -608 Closed
GWS
1269
Glassman Wealth Services
Virginia
-$80.8K -536 Closed
ODG
1270
O'Dell Group
Ohio
-$50.6K -336 Closed
TCWA
1271
Turtle Creek Wealth Advisors
Texas
-$46.4K -308 Closed
FCAS
1272
First Command Advisory Services
Texas
-$22.9K -152 Closed
FBC
1273
Fairfield, Bush & Co
Connecticut
-$21.7K -144 Closed
TWM
1274
Tradition Wealth Management
Minnesota
-$21K -140 Closed
PS
1275
Planned Solutions
California
-$20.5K -136 Closed