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Name Holding Trade Value Shares
Change
Change in
Stake
PW
901
PUREfi Wealth
Massachusetts
-$433K -1,784 Closed
SMA
902
Sage Mountain Advisors
Georgia
-$431K -1,774 Closed
GQG Partners
903
GQG Partners
Florida
-$425K -1,750 Closed
TWM
904
Thryve Wealth Management
Texas
-$424K -1,746 Closed
GA
905
Greenspring Advisors
Maryland
-$414K -1,703 Closed
RYIA
906
Roehl & Yi Investment Advisors
Oregon
-$408K -1,679 Closed
WPW
907
Warther Private Wealth
Ohio
-$399K -1,642 Closed
AG
908
AlTi Global
New York
-$396K -1,632 Closed
VOYA Investment Management
909
VOYA Investment Management
Georgia
-$396K -1,631 Closed
BCM
910
Bayesian Capital Management
New York
-$383K -1,578 Closed
VFA
911
Values First Advisors
Tennessee
-$380K -1,566 Closed
APM
912
a16z Perennial Management
California
-$375K -1,544 Closed
IWA
913
Icon Wealth Advisors
Texas
-$374K -1,527 Closed
MIM
914
Merrion Investment Management
New Jersey
-$364K -1,500 Closed
GGA
915
Granite Group Advisors
Connecticut
-$348K -1,433 Closed
MIP
916
Marietta Investment Partners
Wisconsin
-$344K -1,416 Closed
WA
917
Wealthstar Advisors
Texas
-$343K -1,414 Closed
CAMG
918
CWA Asset Management Group
Florida
-$340K -1,401 Closed
BBP
919
Banco BTG Pactual
Brazil
-$340K -1,400 Closed
AWM
920
Athena Wealth Management
Nevada
-$338K -1,393 Closed
LCWP
921
Legacy Capital Wealth Partners
Arkansas
-$328K -1,349 Closed
BTWM
922
Baker Tilly Wealth Management
Wisconsin
-$326K -1,341 Closed
FCBT
923
First Citizens Bank & Trust
North Carolina
-$322K -1,324 Closed
AWM
924
Axxcess Wealth Management
California
-$312K -1,282 Closed
AL
925
ARWA LLC
Texas
-$307K -1,264 Closed