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Ethan Allen Interiors

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
SHP Wealth Management
Massachusetts
$849
WETS
202
Wealth Enhancement Trust Services
South Dakota
$849 +$806 +38 New
IFWM
203
Institute for Wealth Management
Colorado
$840 +$806 +38 New
CA
204
Clearstead Advisors
Ohio
$738 +$700 +33 New
SWM
205
Spire Wealth Management
Virginia
$648 +$615 +29 New
LFG
206
Larson Financial Group
Missouri
$603 -$42 -2 -7%
BFS
207
Bare Financial Services
Pennsylvania
$603 +$85 +4 +17%
BGAI
208
Bruce G. Allen Investments
Colorado
$581 +$551 +26 New
SIC
209
SJS Investment Consulting
Ohio
$559 -$21 -1 -4%
AW
210
Ankerstar Wealth
Texas
$335 +$318 +15 New
CIAM
211
Caitong International Asset Management
Hong Kong
$156 +$148 +7 New
QL
212
Quarry LP
New York
$156 +$148 +7 New
SPIA
213
Steward Partners Investment Advisory
New York
$106 +$106 +5 New
GTAM
214
Global Trust Asset Management
Florida
$89
GWM
215
Gilpin Wealth Management
Colorado
$68 -$191 -9 -75%
DCM
216
Davis Capital Management
Florida
$22 +$21 +1 New
F1I
217
Fund 1 Investments
Puerto Rico
-$5.67M -254,838 Closed
Public Sector Pension Investment Board (PSP Investments)
218
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$2.71M -121,738 Closed
Principal Financial Group
219
Principal Financial Group
Iowa
-$2.51M -112,549 Closed
WCM
220
Wedge Capital Management
North Carolina
-$2.14M -95,977 Closed
Marshall Wace
221
Marshall Wace
United Kingdom
-$1.79M -80,239 Closed
VA
222
Vident Advisory
Georgia
-$585K -26,288 Closed
Prudential Financial
223
Prudential Financial
New Jersey
-$546K -24,550 Closed
KAS
224
Kestra Advisory Services
Texas
-$436K -19,570 Closed
OSAM
225
O'Shaughnessy Asset Management
Connecticut
-$433K -19,453 Closed