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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1451
Angeles Wealth Management
California
– -$208K -3,092 Closed
LWM
1452
Liberty Wealth Management
California
– -$207K -3,078 Closed
SB
1453
Simmons Bank
Arkansas
– -$206K -3,056 Closed
BPWM
1454
BCS Private Wealth Management
New Jersey
– -$205K -3,045 Closed
PTC
1455
Petrus Trust Company
Texas
– -$202K -3,003 Closed
HNWAG
1456
High Net Worth Advisory Group
Florida
– -$202K -3,000 Closed
RLWM
1457
RF&L Wealth Management
Massachusetts
– -$202K -3,000 Closed
GIA
1458
Goodwin Investment Advisory
Georgia
– -$202K -2,997 Closed
PCA
1459
Pallas Capital Advisors
Massachusetts
– -$202K -2,990 Closed
SWM
1460
SeaCrest Wealth Management
New York
– -$202K -2,965 Closed
EDRH
1461
Edmond de Rothschild Holding
Switzerland
– -$186K -2,758 Closed
CAL
1462
Capital Analysts LLC
Pennsylvania
– -$156K -2,308 Closed
QL
1463
Quarry LP
New York
– -$138K -2,044 Closed
MTC
1464
Matrix Trust Company
Colorado
– -$137K -2,034 Closed
OWP
1465
ORG Wealth Partners
Texas
– -$136K -2,017 Closed
PPA
1466
Painted Porch Advisors
California
– -$116K -1,724 Closed
GTAM
1467
Global Trust Asset Management
Florida
– -$87.6K -1,300 Closed
TIM
1468
Tortoise Investment Management
New York
– -$75.2K -1,116 Closed
PFA
1469
Pathway Financial Advisers
Indiana
– -$64K -950 Closed
SIC
1470
Salem Investment Counselors
North Carolina
– -$56.6K -840 Closed
Loomis, Sayles & Company
1471
Loomis, Sayles & Company
Massachusetts
– -$54K -801 Closed
MSG
1472
Main Street Group
Virginia
– -$53.9K -799 Closed
AI
1473
AXS Investments
New York
– -$48.4K -718 Closed
CIAM
1474
Caitong International Asset Management
Hong Kong
– -$40.9K -607 Closed
WFA
1475
West Financial Advisors
Iowa
– -$35K -519 Closed