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Name Holding Trade Value Shares
Change
Change in
Stake
LA
2151
Latitude Advisors
Florida
– -$505K -4,370 Closed
HPWM
2152
Highland Private Wealth Management
Washington
– -$498K -4,310 Closed
BAMCO Inc
2153
BAMCO Inc
New York
– -$497K -4,300 Closed
BWA
2154
Blodgett Wealth Advisors
California
– -$481K -4,160 Closed
IA
2155
IFG Advisors
Missouri
– -$457K -3,955 Closed
RPWA
2156
Regent Peak Wealth Advisors
Georgia
– -$456K -3,940 Closed
BFPW
2157
BOK Financial Private Wealth
Colorado
– -$455K -3,934 Closed
CRWM
2158
Castle Rock Wealth Management
California
– -$403K -3,884 Closed
FPCP
2159
Fort Point Capital Partners
California
– -$449K -3,884 Closed
RSWM
2160
Robertson Stephens Wealth Management
California
– -$448K -3,881 Closed
VWM
2161
Vigilare Wealth Management
Arizona
– -$448K -3,874 Closed
SC
2162
Saiph Capital
New Jersey
– -$441K -3,809 Closed
IIM
2163
Ironwood Investment Management
Massachusetts
– -$429K -3,708 Closed
CA
2164
Claro Advisors
Massachusetts
– -$698K -3,703 Closed
TCBWMS
2165
Texas Capital Bank Wealth Management Services
Texas
– -$428K -3,701 Closed
AWA
2166
Aaron Wealth Advisors
Illinois
– -$422K -3,652 Closed
OAM
2167
Oak Asset Management
California
– -$413K -3,567 Closed
PC
2168
Periscope Capital
Ontario, Canada
– -$412K -3,565 Closed
CC
2169
Caxton Corporation
New Jersey
– -$409K -3,538 Closed
WG
2170
Winton Group
United Kingdom
– -$406K -3,510 Closed
BAS
2171
Brown Advisory Securities
Maryland
– -$405K -3,505 Closed
CT
2172
Chicago Trust
Illinois
– -$401K -3,474 Closed
1WA
2173
180 Wealth Advisors
Washington
– -$349K -3,367 Closed
OA
2174
Oxbow Advisors
Texas
– -$377K -3,259 Closed
IWN
2175
Independent Wealth Network
Iowa
– -$373K -3,224 Closed