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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1026
Minot Wealth Management
Massachusetts
– -$450K -1,409 Closed
SLWA
1027
San Luis Wealth Advisors
California
– -$441K -1,382 Closed
QI
1028
Qtron Investments
Massachusetts
– -$435K -1,364 Closed
FP
1029
Foundry Partners
Minnesota
– -$411K -1,289 Closed
IC
1030
Iconiq Capital
California
– -$409K -1,282 Closed
OWM
1031
OneAscent Wealth Management
Alabama
– -$372K -1,167 Closed
BC
1032
Bridgefront Capital
Texas
– -$369K -1,157 Closed
TCM
1033
Teza Capital Management
Illinois
– -$359K -1,126 Closed
WANY
1034
Wealthspire Advisors (New York)
New York
– -$359K -1,126 Closed
OFS
1035
OneAscent Financial Services
Alabama
– -$336K -1,054 Closed
NERM
1036
New England Research & Management
Illinois
– -$335K -1,050 Closed
ARG
1037
Advisory Resource Group
Oklahoma
– -$331K -1,039 Closed
KJHP
1038
K.J. Harrison & Partners
Ontario, Canada
– -$329K -1,025 Closed
BCM
1039
Brasada Capital Management
Texas
– -$319K -1,000 Closed
PWLP
1040
Prio Wealth Limited Partnership
Massachusetts
– -$319K -1,000 Closed
SW
1041
SlateStone Wealth
Florida
– -$319K -1,000 Closed
KCM
1042
Karp Capital Management
California
– -$318K -998 Closed
QC
1043
QCM Cayman
Texas
– -$314K -984 Closed
NPF
1044
Norris Perne & French
Michigan
– -$285K -894 Closed
DTL
1045
Dynamic Technology Lab
Singapore
– -$272K -854 Closed
BWM
1046
Buckley Wealth Management
Nevada
– -$271K -850 Closed
CPIG
1047
Chicago Partners Investment Group
Illinois
– -$249K -837 Closed
RWB
1048
RMR Wealth Builders
New Jersey
– -$262K -820 Closed
HIP
1049
HUB Investment Partners
Texas
– -$256K -801 Closed
GT
1050
Greenleaf Trust
Michigan
– -$242K -759 Closed