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Name Holding Trade Value Shares
Change
Change in
Stake
AA
1776
ABC Arbitrage
France
– -$237K -1,127 Closed
SA
1777
Stewardship Advisors
Pennsylvania
– -$235K -1,121 Closed
MM
1778
MQS Management
New York
– -$234K -1,115 Closed
MWM
1779
Modera Wealth Management
New Jersey
– -$234K -1,113 Closed
IWN
1780
Independent Wealth Network
Iowa
– -$231K -1,100 Closed
SIM
1781
Stratos Investment Management
Ohio
– -$231K -1,099 Closed
LSPW
1782
Lake Street Private Wealth
Illinois
– -$229K -1,091 Closed
FHA
1783
Flagship Harbor Advisors
Massachusetts
– -$228K -1,086 Closed
AT
1784
American Trust
Kentucky
– -$228K -1,084 Closed
WSFG
1785
Wall Street Financial Group
Illinois
– -$227K -1,082 Closed
MWM
1786
Maridea Wealth Management
New York
– -$226K -1,078 Closed
HPIA
1787
Hamilton Point Investment Advisors
North Carolina
– -$225K -1,073 Closed
MSR
1788
Main Street Research
Connecticut
– -$225K -1,070 Closed
FM
1789
Family Management
New York
– -$222K -1,058 Closed
APM
1790
a16z Perennial Management
California
– -$221K -1,054 Closed
CFGW
1791
Chancellor Financial Group WB
Pennsylvania
– -$221K -1,053 Closed
EW
1792
Expressive Wealth
Illinois
– -$203K -1,053 Closed
ACC
1793
Acorn Creek Capital
Colorado
– -$220K -1,047 Closed
EP
1794
Ehrenkranz Partners
New York
– -$219K -1,044 Closed
MWM
1795
MOR Wealth Management
Pennsylvania
– -$219K -1,044 Closed
MCM
1796
Mainstay Capital Management
Michigan
– -$218K -1,038 Closed
Bank Julius Baer & Co
1797
Bank Julius Baer & Co
Switzerland
– -$217K -1,034 Closed
VWA
1798
Visionary Wealth Advisors
Illinois
– -$216K -1,030 Closed
CA
1799
Claro Advisors
Massachusetts
– -$215K -1,024 Closed
VIM
1800
Vancity Investment Management
British Columbia, Canada
– -$215K -1,024 Closed