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SEG

Seaport Entertainment Group

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
101
EverSource Wealth Advisors
Alabama
$198 -$22 -1 -9%
TWD
102
True Wealth Design
Ohio
$139 +$22 +1 +17%
SS
103
Sunbelt Securities
Texas
$119 – – –
PA
104
Parallel Advisors
California
$59 – – –
US Bancorp
105
US Bancorp
Minnesota
$59 – – –
IA
106
IFP Advisors
Florida
$40 -$740 -33 -94%
EP
107
Essential Partners
California
$40 – – –
HNB
108
Huntington National Bank
Ohio
$20 -$22 -1 -50%
S
109
Sachetta
Massachusetts
$20 – – –
EW
110
Elyxium Wealth
California
$20 +$22 +1 New
GPFA
111
Game Plan Financial Advisors
Ohio
$20 +$22 +1 New
TPBG
112
Turning Point Benefit Group
Maryland
$19 – – –
CP
113
CenterBook Partners
Connecticut
– -$1.86M -81,200 Closed
PCP
114
Proficio Capital Partners
Massachusetts
– -$306K -13,349 Closed
SIM
115
Sandia Investment Management
Massachusetts
– -$305K -13,311 Closed
EF
116
Empirical Finance
Pennsylvania
– -$228K -9,935 Closed
CIAM
117
Caitong International Asset Management
Hong Kong
– -$14.8K -646 Closed
POIA
118
Pin Oak Investment Advisors
Texas
– -$3.32K -145 Closed
FFA
119
Farther Finance Advisors
California
– -$1.9K -83 Closed
LSA
120
Leonteq Securities AG
Switzerland
– -$1.01K -44 Closed
ASN
121
Advisory Services Network
Georgia
– -$390 -17 Closed
MCM
122
MAI Capital Management
Ohio
– -$321 -14 Closed
WANY
123
Wealthspire Advisors (New York)
New York
– -$46 -2 Closed