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Name Holding Trade Value Shares
Change
Change in
Stake
SFO
901
Stokes Family Office
Louisiana
– -$470K -1,935 Closed
IWM
902
IHT Wealth Management
Illinois
– -$449K -1,849 Closed
PW
903
PUREfi Wealth
Massachusetts
– -$433K -1,784 Closed
SMA
904
Sage Mountain Advisors
Georgia
– -$431K -1,774 Closed
GQG Partners
905
GQG Partners
Florida
– -$425K -1,750 Closed
TWM
906
Thryve Wealth Management
Texas
– -$424K -1,746 Closed
GA
907
Greenspring Advisors
Maryland
– -$414K -1,703 Closed
RYIA
908
Roehl & Yi Investment Advisors
Oregon
– -$408K -1,679 Closed
WPW
909
Warther Private Wealth
Ohio
– -$399K -1,642 Closed
AG
910
AlTi Global
New York
– -$396K -1,632 Closed
VOYA Investment Management
911
VOYA Investment Management
Georgia
– -$396K -1,631 Closed
BCM
912
Bayesian Capital Management
New York
– -$383K -1,578 Closed
VFA
913
Values First Advisors
Tennessee
– -$380K -1,566 Closed
APM
914
a16z Perennial Management
California
– -$375K -1,544 Closed
IWA
915
Icon Wealth Advisors
Texas
– -$374K -1,527 Closed
MIM
916
Merrion Investment Management
New Jersey
– -$364K -1,500 Closed
GGA
917
Granite Group Advisors
Connecticut
– -$348K -1,433 Closed
MIP
918
Marietta Investment Partners
Wisconsin
– -$344K -1,416 Closed
WA
919
Wealthstar Advisors
Texas
– -$343K -1,414 Closed
CAMG
920
CWA Asset Management Group
Florida
– -$340K -1,401 Closed
BBP
921
Banco BTG Pactual
Brazil
– -$340K -1,400 Closed
AWM
922
Athena Wealth Management
Nevada
– -$338K -1,393 Closed
LCWP
923
Legacy Capital Wealth Partners
Arkansas
– -$328K -1,349 Closed
BTWM
924
Baker Tilly Wealth Management
Wisconsin
– -$326K -1,341 Closed
FCBT
925
First Citizens Bank & Trust
North Carolina
– -$322K -1,324 Closed