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Name Holding Trade Value Shares
Change
Change in
Stake
TRIA
1951
Trail Ridge Investment Advisors
Colorado
-$377K -860 Closed
DWA
1952
Delap Wealth Advisory
Oregon
-$374K -853 Closed
CA
1953
Crewe Advisors
Utah
-$366K -834 Closed
FA
1954
Fiducient Advisors
Illinois
-$350K -798 Closed
TWP
1955
Triad Wealth Partners
Kansas
-$319K -728 Closed
CWM
1956
Cahaba Wealth Management
Georgia
-$319K -727 Closed
TC
1957
TradeLink Capital
Illinois
-$307K -700 Closed
SWP
1958
Strategic Wealth Partners
Ohio
-$306K -698 Closed
AG
1959
AlTi Global
New York
-$298K -680 Closed
Optiver Holding
1960
Optiver Holding
Netherlands
-$297K -676 Closed
FIM
1961
Freedom Investment Management
Connecticut
-$273K -622 Closed
GCM
1962
Gladius Capital Management
Illinois
-$249K -568 Closed
MSFS
1963
Main Street Financial Solutions
Pennsylvania
-$249K -568 Closed
HIP
1964
HUB Investment Partners
Texas
-$246K -560 Closed
DWM
1965
Dopkins Wealth Management
New York
-$244K -557 Closed
MPW
1966
MGO Private Wealth
California
-$240K -546 Closed
NAG
1967
Northstar Advisory Group
New Jersey
-$238K -543 Closed
TL
1968
Tradewinds LLC
North Carolina
-$235K -535 Closed
IA
1969
IFG Advisory
Georgia
-$232K -528 Closed
MPI
1970
Mairs & Power Inc
Minnesota
-$226K -515 Closed
RIA
1971
Regal Investment Advisors
Michigan
-$223K -509 Closed
UBV
1972
United Bank (Virginia)
Virginia
-$222K -507 Closed
GP
1973
Geneva Partners
Wisconsin
-$219K -500 Closed
SDJVC
1974
St. Denis J. Villere & Co
Louisiana
-$219K -499 Closed
3IP
1975
3Chopt Investment Partners
Virginia
-$205K -468 Closed