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Name Holding Trade Value Shares
Change
Change in
Stake
RAM
601
Rempart Asset Management
Canada
-$206K -500 Closed
FTDI
602
First Trust Direct Indexing
Massachusetts
-$193K -469 Closed
Walleye Trading
603
Walleye Trading
New York
-$172K -418 Closed
CWM
604
Curi Wealth Management
North Carolina
-$83K -203 Closed
LGA
605
Lebenthal Global Advisors
New York
-$68K -167 Closed
PWPS
606
Pinnacle Wealth Planning Services
Ohio
-$68K -166 Closed
VCG
607
Vantage Consulting Group
Virginia
-$26K -63 Closed
RPWA
608
Regent Peak Wealth Advisors
Georgia
-$24K -59 Closed
JFGIW
609
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$21K -51 Closed
CAAS
610
Capital Asset Advisory Services
Michigan
-$20K -48 Closed
ICP
611
Interchange Capital Partners
Pennsylvania
-$13K -34 Closed
TWM
612
Tradition Wealth Management
Minnesota
-$10K -24 Closed
VAIA
613
Virtus Alternative Investment Advisers
Connecticut
-$7K -17 Closed
FCH
614
Freestone Capital Holdings
Washington
-$6.17K -15 Closed
PCA
615
Providence Capital Advisors
North Carolina
-$6K -15 Closed
CCA
616
Childress Capital Advisors
Texas
-$5K -11 Closed
TFGT
617
TS Financial Group (TSFG)
Illinois
-$2K -6 Closed
LWCFA
618
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$2K -5 Closed
PFO
619
Pathstone Family Office
New Jersey
-$2K -5 Closed
MCM
620
Manchester Capital Management
Vermont
-$1K -3 Closed
APWA
621
Atlas Private Wealth Advisors
New Jersey
+$400 +1 New
CFA
622
Carroll Financial Associates
North Carolina
+$801 +2 New