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Name Holding Trade Value Shares
Change
Change in
Stake
SWK
801
Stephen W. Kidder
-$203K -1,000 Closed
B
802
Bellecapital
Switzerland
-$201K -988 Closed
MG
803
Mather Group
Illinois
-$174K -855 Closed
IWA
804
Icon Wealth Advisors
Texas
-$145K -713 Closed
CI Investments Inc
805
CI Investments Inc
Ontario, Canada
-$121K -598 Closed
PS
806
Principal Securities
Iowa
-$88.1K -434 Closed
MIFH
807
Migdal Insurance & Financial Holdings
Israel
-$62K -303 Closed
QL
808
Quarry LP
New York
-$41.2K -203 Closed
MSWM
809
Mowery & Schoenfeld Wealth Management
Illinois
-$40.6K -200 Closed
NEWAS
810
N.E.W. Advisory Services
Wisconsin
-$18.9K -93 Closed
NFSG
811
Newbridge Financial Services Group
Florida
-$13.5K -67 Closed
WANY
812
Wealthspire Advisors (New York)
New York
-$9.34K -46 Closed
CIAM
813
Caitong International Asset Management
Hong Kong
-$8.93K -44 Closed
GFWA
814
Grey Fox Wealth Advisors
Delaware
-$8.73K -43 Closed
WCM
815
Westend Capital Management
California
-$6.7K -33 Closed
WTA
816
Washington Trust Advisors
Massachusetts
-$6.34K -31 Closed
RA
817
Rise Advisors
New York
-$6.09K -30 Closed
SL
818
Salomon & Ludwin
Virginia
-$4.47K -22 Closed
TIM
819
Tortoise Investment Management
New York
-$4.47K -22 Closed
CCM
820
Cloud Capital Management
Washington
-$3K -19 Closed
WW
821
Winnow Wealth
Texas
-$3.26K -16 Closed
JWM
822
JPL Wealth Management
Colorado
-$2.23K -11 Closed
AWM
823
Activest Wealth Management
Florida
-$609 -3 Closed
EWP
824
Elevation Wealth Partners
California
-$610 -3 Closed
SHIM
825
Stone House Investment Management
Pennsylvania
-$609 -3 Closed