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Name Holding Trade Value Shares
Change
Change in
Stake
AWS
726
Atria Wealth Solutions
New York
– -$208K -831 Closed
BPA
727
Beacon Pointe Advisors
California
– -$207K -830 Closed
Baird Financial Group
728
Baird Financial Group
Wisconsin
– -$204K -815 Closed
NL
729
NVWM LLC
Pennsylvania
– -$167K -670 Closed
A
730
AlphaQuest
New York
– -$160K -640 Closed
PIA
731
Perennial Investment Advisors
California
– -$133K -532 Closed
CL
732
CSS LLC
Illinois
– -$130K -500 Closed
KFS
733
Kelly Financial Services
Massachusetts
– -$55.5K -222 Closed
FIA
734
FNY Investment Advisers
New York
– -$37K -152 Closed
UB
735
UMB Bank
Missouri
– -$32.7K -131 Closed
SS
736
Sunbelt Securities
Texas
– -$32.5K -125 Closed
PWMA
737
Pension & Wealth Management Advisors
Massachusetts
– -$27.5K -110 Closed
VNA
738
Valley National Advisers
Pennsylvania
– -$16K -65 Closed
WPWM
739
Western Pacific Wealth Management
Illinois
– -$13.7K -55 Closed
DJSG
740
D.J. St. Germain
Massachusetts
– -$10.7K -43 Closed
AGWCA
741
Annis Gardner Whiting Capital Advisors
Florida
– -$9.75K -39 Closed
HWM
742
HighMark Wealth Management
Minnesota
– -$5K -20 Closed
HWP
743
Highline Wealth Partners
California
– -$3.75K -15 Closed
RFG
744
RFP Financial Group
Georgia
– -$3K -12 Closed
ZB
745
Zions Bancorporation
Utah
– -$3K -12 Closed
GI
746
Gradient Investments
Minnesota
– -$2.5K -10 Closed
RWA
747
Redmont Wealth Advisors
Illinois
– -$2.5K -10 Closed
SC
748
SouthState Corp
Florida
– -$1.5K -6 Closed
W
749
WealthCollab
Washington
– -$1K -4 Closed
DPW
750
DiNuzzo Private Wealth
Pennsylvania
– -$750 -3 Closed