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Name Holding Trade Value Shares
Change
Change in
Stake
TBWA
2326
Three Bridge Wealth Advisors
California
– -$510K -2,480 Closed
FAG
2327
Fortitude Advisory Group
Washington
– -$499K -2,425 Closed
SIM
2328
Seaview Investment Managers
Florida
– -$491K -2,390 Closed
JWM
2329
Jackson Wealth Management
Florida
– -$488K -2,375 Closed
R
2330
Rebalance
California
– -$481K -2,340 Closed
FIM
2331
Freedom Investment Management
Connecticut
– -$470K -2,280 Closed
MF
2332
Magnetar Financial
Illinois
– -$467K -2,270 Closed
TC
2333
TwinBeech Capital
New York
– -$446K -2,170 Closed
VC
2334
Vicus Capital
Pennsylvania
– -$442K -2,150 Closed
FAIM
2335
Financial Advocates Investment Management
Washington
– -$415K -2,020 Closed
GAM
2336
Griffin Asset Management
New York
– -$413K -2,010 Closed
SPWM
2337
Spartan Planning & Wealth Management
North Carolina
– -$395K -1,920 Closed
SFG
2338
Seamount Financial Group
Colorado
– -$392K -1,905 Closed
OR
2339
Olympiad Research
Connecticut
– -$381K -1,855 Closed
ACM
2340
AlphaStar Capital Management
North Carolina
– -$375K -1,825 Closed
GCM
2341
Genus Capital Management
British Columbia, Canada
– -$368K -1,790 Closed
SW
2342
SlateStone Wealth
Florida
– -$367K -1,785 Closed
AAS
2343
Annex Advisory Services
Wisconsin
– -$329K -1,600 Closed
MPM
2344
MBB Public Markets
Illinois
– -$327K -1,590 Closed
RBFC
2345
Roman Butler Fullerton & Co
Missouri
– -$305K -1,575 Closed
GPW
2346
Genesis Private Wealth
Virginia
– -$314K -1,525 Closed
SCM
2347
Saxony Capital Management
Missouri
– -$312K -1,515 Closed
TGAM
2348
TBH Global Asset Management
Tennessee
– -$305K -1,480 Closed
BFA
2349
Brendel Financial Advisors
New Hampshire
– -$299K -1,455 Closed
KFS
2350
Kaizen Financial Strategies
California
– -$287K -1,395 Closed