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Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1426
Lynx Investment Advisory
District of Columbia
– -$353K -5,019 Closed
T
1427
Tableaux
Massachusetts
– -$343K -4,872 Closed
TSMHT
1428
Thurston Springer Miller Herd & Titak
Indiana
– -$334K -4,740 Closed
KIC
1429
Keating Investment Counselors
Florida
– -$308K -4,375 Closed
LCGC
1430
Legacy Capital Group California
California
– -$301K -4,273 Closed
OFS
1431
OneAscent Financial Services
Alabama
– -$283K -4,001 Closed
QIM
1432
Quantitative Investment Management
Virginia
– -$280K -3,979 Closed
TF
1433
Trek Financial
Arizona
– -$279K -3,960 Closed
CD
1434
Chapin Davis
Maryland
– -$262K -3,728 Closed
WWWM
1435
White Wing Wealth Management
Texas
– -$260K -3,692 Closed
PMA
1436
Prudent Man Advisors
Illinois
– -$246K -3,488 Closed
HA
1437
Helium Advisors
Washington
– -$243K -3,448 Closed
MBTD
1438
Mechanics Bank - Trust Department
California
– -$234K -3,324 Closed
MP
1439
McDonald Partners
Ohio
– -$232K -3,293 Closed
EWA
1440
Evolution Wealth Advisors
Florida
– -$224K -3,175 Closed
RF
1441
RHS Financial
California
– -$216K -3,073 Closed
AA
1442
Armis Advisers
Georgia
– -$218K -3,010 Closed
TA
1443
Teramo Advisors
Florida
– -$211K -3,000 Closed
BWP
1444
Barlow Wealth Partners
Kentucky
– -$213K -2,950 Closed
SIG
1445
Sargent Investment Group
Maryland
– -$213K -2,950 Closed
IA
1446
IFG Advisory
Georgia
– -$208K -2,949 Closed
Squarepoint
1447
Squarepoint
New York
– -$208K -2,883 Closed
SI
1448
Seeds Investor
New York
– -$201K -2,861 Closed
TCM
1449
Traub Capital Management
Massachusetts
– -$123K -1,744 Closed
OWA
1450
Opal Wealth Advisors
New York
– -$116K -1,647 Closed