Name Holding Trade Value Shares
Change
Change in
Stake
CP
351
CenterBook Partners
Connecticut
– -$386K -3,528 Closed
ET
352
Entropy Technologies
New York
– -$375K -3,427 Closed
CIC
353
Cornercap Investment Counsel
Georgia
– -$370K -3,382 Closed
William Blair & Company
354
William Blair & Company
Illinois
– -$300K -2,744 Closed
BWM
355
Baron Wealth Management
Michigan
– -$300K -2,737 Closed
MOS
356
MGO One Seven
Ohio
– -$291K -2,662 Closed
MWM
357
Mission Wealth Management
California
– -$279K -2,547 Closed
BC
358
Burney Company
Virginia
– -$266K -2,427 Closed
OFG
359
Oxford Financial Group
Indiana
– -$252K -2,300 Closed
Nomura Holdings
360
Nomura Holdings
Japan
– -$250K -2,279 Closed
AWS
361
Atria Wealth Solutions
New York
– -$237K -2,162 Closed
SCA
362
Stonebridge Capital Advisors
Minnesota
– -$233K -2,125 Closed
BPA
363
Beacon Pointe Advisors
California
– -$219K -2,000 Closed
HWA
364
Heartwood Wealth Advisors
Virginia
– -$219K -2,000 Closed
GS
365
GTS Securities
Florida
– -$212K -1,936 Closed
Truist Financial
366
Truist Financial
North Carolina
– -$211K -1,928 Closed
GM
367
GeoWealth Management
Illinois
– -$68.1K -622 Closed
Twin Tree Management
368
Twin Tree Management
Texas
– -$25.1K -229 Closed
CFGS
369
Concourse Financial Group Securities
Alabama
– -$15.1K -153 Closed
VWM
370
Venturi Wealth Management
Texas
– -$13.5K -123 Closed
EC
371
Elequin Capital
New York
– -$9.75K -89 Closed
ETC
372
Exchange Traded Concepts
Oklahoma
– -$6.68K -61 Closed
AWM
373
Avior Wealth Management
Nebraska
– -$438 -4 Closed
HWM
374
Hemington Wealth Management
Virginia
– +$378 +4 +400%
AW
375
Avion Wealth
Texas
– +$850 +9 New