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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1176
Carrera Capital Advisors
Michigan
-$230K -10,966 Closed
PWM
1177
Pines Wealth Management
North Carolina
-$229K -10,881 Closed
SWM
1178
Shepherd Wealth Management
Ohio
-$229K -10,800 Closed
AIP
1179
Almanack Investment Partners
Pennsylvania
-$221K -10,543 Closed
AWM
1180
Angeles Wealth Management
California
-$219K -10,482 Closed
TPW
1181
Transatlantique Private Wealth
New York
-$219K -10,460 Closed
AG
1182
AlTi Global
New York
-$219K -10,450 Closed
AWA
1183
Aaron Wealth Advisors
Illinois
-$217K -10,351 Closed
PA
1184
Procyon Advisors
Connecticut
-$216K -10,301 Closed
FCB
1185
First County Bank
Connecticut
-$214K -10,208 Closed
P
1186
Pitcairn
Pennsylvania
-$213K -10,170 Closed
A
1187
Argentarii
Ohio
-$211K -10,058 Closed
BFA
1188
Beaumont Financial Advisors
Massachusetts
-$210K -10,043 Closed
SIA
1189
SkyView Investment Advisors
New Jersey
-$208K -9,976 Closed
FHA
1190
Flagship Harbor Advisors
Massachusetts
-$208K -9,921 Closed
BFA
1191
Benedict Financial Advisors
Georgia
-$207K -9,891 Closed
CB
1192
Cooke & Bieler
Pennsylvania
-$206K -9,829 Closed
S
1193
Sunpointe
Missouri
-$204K -9,728 Closed
ONB
1194
Old National Bancorp
Indiana
-$202K -9,650 Closed
EWM
1195
Endowment Wealth Management
Wisconsin
-$202K -9,633 Closed
VW
1196
Vance Wealth
California
-$202K -9,628 Closed
FIM
1197
Freedom Investment Management
Connecticut
-$201K -9,595 Closed
BIG
1198
Brooklyn Investment Group
New York
-$160K -7,631 Closed
CSP
1199
Cary Street Partners
Virginia
-$144K -6,857 Closed
QL
1200
Quarry LP
New York
-$131K -6,264 Closed