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Name Holding Trade Value Shares
Change
Change in
Stake
VSQM
876
V-Square Quantitative Management
Illinois
– -$283K -4,100 Closed
IFWM
877
Institute for Wealth Management
Colorado
– -$268K -3,881 Closed
MPM
878
MBB Public Markets
Illinois
– -$264K -3,826 Closed
MIM
879
Morningstar Investment Management
Illinois
– -$233K -3,377 Closed
IC
880
IEQ Capital
California
– -$228K -3,303 Closed
BPA
881
Beacon Pointe Advisors
California
– -$228K -3,301 Closed
SW
882
SteelPeak Wealth
California
– -$216K -3,128 Closed
SOW
883
State of Wyoming
Wyoming
– -$195K -2,832 Closed
TSMHT
884
Thurston Springer Miller Herd & Titak
Indiana
– -$99.2K -1,438 Closed
GM
885
GeoWealth Management
Illinois
– -$66.8K -969 Closed
MWM
886
MorganRosel Wealth Management
Colorado
– -$62.8K -911 Closed
BIG
887
Brooklyn Investment Group
New York
– -$60.2K -874 Closed
MIFH
888
Migdal Insurance & Financial Holdings
Israel
– -$48K -690 Closed
IMC
889
Investment Management Corporation
Virginia
– -$46K -667 Closed
FA
890
Financial Avengers
California
– -$29.6K -429 Closed
RWM
891
Raffa Wealth Management
District of Columbia
– -$20.2K -293 Closed
OA
892
Operose Advisors
Wisconsin
– -$17.2K -250 Closed
FCG
893
Financial Connections Group
California
– -$9K -136 Closed
TPWA
894
Twin Peaks Wealth Advisors
California
– -$5.88K -81 Closed
GC
895
GFG Capital
Florida
– -$5.45K -79 Closed
NC
896
NewSquare Capital
Pennsylvania
– -$4.83K -70 Closed
BA
897
Bellwether Advisors
Nebraska
– -$4.34K -63 Closed
OW
898
Olistico Wealth
Oklahoma
– -$2.83K -41 Closed
SO
899
Sierra Ocean
California
– -$2.83K -41 Closed
1L
900
10Elms LLP
Oklahoma
– -$2.48K -36 Closed