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Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1151
Requisite Capital Management
Texas
– -$314K -19,318 Closed
FNT
1152
First National Trust
Pennsylvania
– -$299K -18,417 Closed
CCS
1153
Concentric Capital Strategies
Connecticut
– -$292K -17,995 Closed
AFG
1154
Atomi Financial Group
New York
– -$291K -17,915 Closed
ACM
1155
AlphaStar Capital Management
North Carolina
– -$281K -17,321 Closed
PCM
1156
Parsons Capital Management
Rhode Island
– -$280K -17,238 Closed
V
1157
VeraBank
Texas
– -$277K -17,039 Closed
CW
1158
Code Waechter
Florida
– -$273K -16,876 Closed
TCA
1159
Transcend Capital Advisors
New Jersey
– -$273K -16,793 Closed
NAAA
1160
New Age Alpha Advisors
New York
– -$272K -16,771 Closed
WA
1161
Wealth Alliance
New York
– -$271K -16,702 Closed
IAS
1162
Insigneo Advisory Services
Florida
– -$271K -16,675 Closed
CNBT
1163
Canandaigua National Bank & Trust
New York
– -$265K -16,304 Closed
WJWM
1164
Williams Jones Wealth Management
New York
– -$264K -16,246 Closed
BFA
1165
Buttonwood Financial Advisors
Maryland
– -$256K -15,744 Closed
First Manhattan
1166
First Manhattan
New York
– -$243K -15,002 Closed
IA
1167
Invested Advisors
Pennsylvania
– -$310K -14,690 Closed
AWM
1168
Avior Wealth Management
Nebraska
– -$238K -14,656 Closed
BAM
1169
Blueshift Asset Management
New Jersey
– -$230K -14,163 Closed
EWS
1170
Evergreen Wealth Solutions
Pennsylvania
– -$229K -14,109 Closed
EF
1171
Exeter Financial
Arizona
– -$216K -13,333 Closed
NIM
1172
Northeast Investment Management
Massachusetts
– -$206K -12,701 Closed
KTM
1173
Keeler Thomas Management
Utah
– -$205K -12,623 Closed
WFA
1174
Wellspring Financial Advisors
Ohio
– -$205K -12,615 Closed
GVAG
1175
Great Valley Advisor Group
Delaware
– -$194K -11,926 Closed