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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
926
Beaumont Financial Advisors
Massachusetts
-$459K -1,857 Closed
CG
927
Cynosure Group
Utah
-$438K -1,770 Closed
FRM
928
Fox Run Management
Connecticut
-$395K -1,598 Closed
FC
929
Farringdon Capital
United Kingdom
-$370K -1,496 Closed
GWMR
930
GC Wealth Management RIA
Massachusetts
-$369K -1,492 Closed
VCM
931
Voleon Capital Management
California
-$345K -1,394 Closed
DS
932
DRW Securities
Illinois
-$305K -1,233 Closed
TE
933
Tema ETFs
New York
-$303K -1,224 Closed
PCS
934
Personal CFO Solutions
New Jersey
-$301K -1,215 Closed
HT
935
Headlands Technologies
Illinois
-$286K -1,155 Closed
MP
936
McDonald Partners
Ohio
-$257K -1,040 Closed
OC
937
Oarsman Capital
Wisconsin
-$257K -1,039 Closed
COI
938
Connable Office Inc
Michigan
-$254K -1,028 Closed
PGFC
939
Peapack-Gladstone Financial Corp
New Jersey
-$249K -1,006 Closed
SPA
940
Sherbrooke Park Advisers
New York
-$240K -968 Closed
LOAMU
941
Lombard Odier Asset Management (USA)
New York
-$239K -967 Closed
CFG
942
Citizens Financial Group
Rhode Island
-$238K -962 Closed
BBA
943
Baader Bank Aktiengesellschaft
Germany
-$235K -949 Closed
FI
944
Financial Insights
Washington
-$233K -942 Closed
SCM
945
Seascape Capital Management
New Hampshire
-$231K -932 Closed
WR
946
WD Rutherford
Oregon
-$229K -925 Closed
GSC
947
Ground Swell Capital
South Carolina
-$207K -835 Closed
FLPIM
948
F.L. Putnam Investment Management
Massachusetts
-$201K -813 Closed
MG
949
Mather Group
Illinois
-$184K -743 Closed
IWA
950
Icon Wealth Advisors
Texas
-$140K -564 Closed