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Name Holding Trade Value Shares
Change
Change in
Stake
BWFA
3301
Baltimore-Washington Financial Advisors
Maryland
– -$290K -4,921 Closed
TAM
3302
Townsend Asset Management
North Carolina
– -$289K -4,899 Closed
GWM
3303
Greenhouse Wealth Management
Connecticut
– -$281K -4,765 Closed
HA
3304
HC Advisors
Georgia
– -$276K -4,676 Closed
HFS
3305
Howard Financial Services
Texas
– -$273K -4,616 Closed
XT
3306
XTX Topco
Cayman Islands
– -$272K -4,602 Closed
WCFA
3307
Walkner Condon Financial Advisors
Wisconsin
– -$267K -4,530 Closed
SC
3308
Sonen Capital
California
– -$267K -4,517 Closed
MIAS
3309
Mason Investment Advisory Services
Virginia
– -$266K -4,513 Closed
FPIS
3310
Financial Planning & Information Services
Wisconsin
– -$257K -4,354 Closed
EA
3311
Echo45 Advisors
California
– -$255K -4,319 Closed
EA
3312
Emerald Advisers
Pennsylvania
– -$252K -4,260 Closed
PFM
3313
Peak Financial Management
Massachusetts
– -$248K -4,203 Closed
SWIG
3314
Strategic Wealth Investment Group
Kentucky
– -$247K -4,181 Closed
NC
3315
NBW Capital
Massachusetts
– -$245K -4,148 Closed
CP
3316
CenterBook Partners
Connecticut
– -$237K -4,007 Closed
BC
3317
Birchview Capital
Vermont
– -$236K -4,000 Closed
UMC
3318
United Maritime Capital
New York
– -$236K -4,000 Closed
IFO
3319
Independent Family Office
New York
– -$236K -3,993 Closed
FMN
3320
Financial Management Network
California
– -$216K -3,961 Closed
NWA
3321
New World Advisors
Massachusetts
– -$234K -3,959 Closed
PFA
3322
Pettinga Financial Advisors
Indiana
– -$233K -3,948 Closed
HSG
3323
Helen Stephens Group
Texas
– -$231K -3,910 Closed
SVCP
3324
Silicon Valley Capital Partners
California
– -$229K -3,877 Closed
CWM
3325
Cabot Wealth Management
Massachusetts
– -$228K -3,868 Closed