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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
3351
EQ Wealth Advisors
Texas
$3.54K – – –
EPW
3352
Evergreen Private Wealth
Colorado
$3.33K +$3.35K +47 New
GFL
3353
Granite FO LLC
New Hampshire
$3.11K – – –
RF
3354
Robbins Farley
New Hampshire
$3.11K – – –
LWMI
3355
Legacy Wealth Management (Idaho)
Idaho
$2.83K -$5.7K -80 -67%
LIS
3356
Legacy Investment Solutions
Idaho
$2.83K +$2.85K +40 New
NRWA
3357
North Ridge Wealth Advisors
Oregon
$2.12K – – –
DF
3358
DecisionPoint Financial
Arizona
$1.94K -$23K -323 -92%
AIM
3359
Arcadia Investment Management
Michigan
$1.88K – – –
FIM
3360
FWL Investment Management
Texas
$1.56K +$1.57K +22 New
BGWM
3361
Bridge Generations Wealth Management
Florida
$1.49K – – –
UIA
3362
Ulland Investment Advisors
Minnesota
$1K – – –
WCM
3363
Winthrop Capital Management
Indiana
$1K – – –
RJA
3364
Ross\Johnson & Associates
Minnesota
$566 -$7.34K -103 -93%
LB
3365
Legacy Bridge
Iowa
$425 +$427 +6 New
HI
3366
Hoey Investments
Pennsylvania
$213 – – –
AT
3367
Avenir Tech
Hong Kong
$71 +$71 +1 New
Ilex Capital Partners
3368
Ilex Capital Partners
United Kingdom
– -$138M -1,921,572 Closed
Zurich Insurance Group
3369
Zurich Insurance Group
Switzerland
– -$63.5M -886,995 Closed
CF
3370
Corebridge Financial
Texas
– -$61.8M -863,548 Closed
CCM
3371
Candlestick Capital Management
Connecticut
– -$29.4M -410,534 Closed
FCI
3372
Financial Counselors Inc
Kansas
– -$21.9M -306,323 Closed
Two Sigma Advisers
3373
Two Sigma Advisers
New York
– -$18.4M -257,000 Closed
KA
3374
Kintegral Advisory
New York
– -$13.4M -185,224 Closed
Davidson Kempner Capital Management
3375
Davidson Kempner Capital Management
New York
– -$12.5M -175,000 Closed