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FVRR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
226
Atria Wealth Solutions
New York
– -$224K -8,229 Closed
Lazard Asset Management
227
Lazard Asset Management
New York
– -$196K -7,227 Closed
SG Americas Securities
228
SG Americas Securities
New York
– -$120K -4,406 Closed
Group One Trading
229
Group One Trading
Illinois
– -$96.2K -3,841 Closed
FWM
230
Focused Wealth Management
New York
– -$54.4K -2,000 Closed
HT
231
Headlands Technologies
Illinois
– -$23.6K -867 Closed
SHIM
232
Stone House Investment Management
Pennsylvania
– -$8.17K -300 Closed
SA
233
Scarborough Advisors
Maryland
– -$3.54K -130 Closed
FSWA
234
Financial Synergies Wealth Advisors
Texas
– -$3.64K -125 Closed
W
235
WealthCollab
Washington
– -$3.38K -124 Closed
SSB
236
Sandy Spring Bank
Maryland
– -$2.15K -79 Closed
LFA
237
Level Financial Advisors
New York
– -$1.12K -41 Closed
Fifth Third Bancorp
238
Fifth Third Bancorp
Ohio
– -$871 -32 Closed
TFGT
239
TS Financial Group (TSFG)
Illinois
– -$1K -31 Closed
LWANC
240
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$817 -30 Closed
Russell Investments Group
241
Russell Investments Group
United Kingdom
– -$681 -25 Closed
CFB
242
Cullen/Frost Bankers
Texas
– -$599 -22 Closed
FFA
243
Farther Finance Advisors
California
– -$551 -22 Closed
TWC
244
TD Waterhouse Canada
Ontario, Canada
– -$514 -20 Closed
ADL
245
Asset Dedication LLC
California
– -$401 -16 -55%
PMFA
246
Plante Moran Financial Advisors
Michigan
– -$381 -14 Closed
AWM
247
Able Wealth Management
New Jersey
– -$299 -11 Closed
CPG
248
Cornerstone Planning Group
New Jersey
– -$245 -9 Closed
IFAM
249
Institutional & Family Asset Management
Colorado
– -$82 -3 Closed
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