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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1001
Wealth Architects
California
-$1.21M -22,982 Closed
Simplex Trading
1002
Simplex Trading
Illinois
-$1.19M -21,673 -28%
CIP
1003
Convergence Investment Partners
Florida
-$1.12M -21,338 Closed
SRAM
1004
Stone Ridge Asset Management
New York
-$873K -16,641 Closed
HS
1005
Haafor (Singapore)
Singapore
-$869K -16,561 Closed
ESCM
1006
Echo Street Capital Management
New York
-$841K -16,039 Closed
CRWM
1007
Castle Rock Wealth Management
California
-$754K -13,377 Closed
CLCM
1008
Crawford Lake Capital Management
New Jersey
-$693K -13,211 Closed
BAM
1009
Belpointe Asset Management
Nevada
-$608K -11,591 Closed
W
1010
WealthStone
Ohio
-$490K -9,334 Closed
BOTW
1011
Bank of the West
California
-$485K -9,240 Closed
HAS
1012
HBW Advisory Services
California
-$464K -8,840 Closed
AGM
1013
Alpine Global Management
New York
-$440K -8,395 Closed
SCM
1014
Stevens Capital Management
Pennsylvania
-$440K -8,385 Closed
CFG
1015
Citizens Financial Group
Rhode Island
-$434K -8,275 Closed
CAN
1016
Claraphi Advisory Network
United States
-$422K -8,039 Closed
DIM
1017
DC Investments Management
Virginia
-$415K -7,910 Closed
BAAM
1018
Baker Avenue Asset Management
California
-$407K -7,753 Closed
CL
1019
CSS LLC
Illinois
-$398K -7,600 Closed
AWM
1020
Alterna Wealth Management
Texas
-$395K -7,527 Closed
LW
1021
Linscomb Wealth
Texas
-$384K -7,313 Closed
MFS
1022
Mirabella Financial Services
United Kingdom
-$327K -6,225 Closed
QIM
1023
Quest Investment Management
Oregon
-$314K -5,990 Closed
IAA
1024
Independent Advisor Alliance
North Carolina
-$300K -5,387 Closed
BPA
1025
Beacon Pointe Advisors
California
-$279K -5,311 Closed