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Name Holding Trade Value Shares
Change
Change in
Stake
OA
1951
Oxbow Advisors
Texas
– -$400K -911 Closed
ECU
1952
Eisler Capital (UK)
United Kingdom
– -$395K -865 Closed
TRIA
1953
Trail Ridge Investment Advisors
Colorado
– -$377K -860 Closed
DWA
1954
Delap Wealth Advisory
Oregon
– -$374K -853 Closed
CA
1955
Crewe Advisors
Utah
– -$366K -834 Closed
FA
1956
Fiducient Advisors
Illinois
– -$350K -798 Closed
TWP
1957
Triad Wealth Partners
Kansas
– -$319K -728 Closed
CWM
1958
Cahaba Wealth Management
Georgia
– -$319K -727 Closed
TC
1959
TradeLink Capital
Illinois
– -$307K -700 Closed
SWP
1960
Strategic Wealth Partners
Ohio
– -$306K -698 Closed
AG
1961
AlTi Global
New York
– -$298K -680 Closed
Optiver Holding
1962
Optiver Holding
Netherlands
– -$297K -676 Closed
FIM
1963
Freedom Investment Management
Connecticut
– -$273K -622 Closed
GCM
1964
Gladius Capital Management
Illinois
– -$249K -568 Closed
MSFS
1965
Main Street Financial Solutions
Pennsylvania
– -$249K -568 Closed
HIP
1966
HUB Investment Partners
Texas
– -$246K -560 Closed
DWM
1967
Dopkins Wealth Management
New York
– -$244K -557 Closed
MPW
1968
MGO Private Wealth
California
– -$240K -546 Closed
NAG
1969
Northstar Advisory Group
New Jersey
– -$238K -543 Closed
TL
1970
Tradewinds LLC
North Carolina
– -$235K -535 Closed
IA
1971
IFG Advisory
Georgia
– -$232K -528 Closed
MPI
1972
Mairs & Power Inc
Minnesota
– -$226K -515 Closed
RIA
1973
Regal Investment Advisors
Michigan
– -$223K -509 Closed
UBV
1974
United Bank (Virginia)
Virginia
– -$222K -507 Closed
GP
1975
Geneva Partners
Wisconsin
– -$219K -500 Closed