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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1801
BAM Wealth Management
Colorado
– -$704K -4,814 Closed
LCM
1802
Legato Capital Management
California
– -$649K -4,434 Closed
BI
1803
BlueSpruce Investments
Illinois
– -$648K -4,429 Closed
LGA
1804
Lebenthal Global Advisors
New York
– -$643K -4,394 Closed
CCM
1805
Cinctive Capital Management
New York
– -$624K -4,262 Closed
DWM
1806
DecisionMap Wealth Management
Virginia
– -$592K -4,047 Closed
SW
1807
Simplicity Wealth
New Jersey
– -$590K -4,035 Closed
GWA
1808
Gratus Wealth Advisors
Virginia
– -$570K -3,895 Closed
NC
1809
NovaPoint Capital
Georgia
– -$555K -3,790 Closed
FA
1810
Fiduciary Alliance
South Carolina
– -$546K -3,734 Closed
OFS
1811
OMC Financial Services
New York
– -$536K -3,665 Closed
CAG
1812
Csenge Advisory Group
Florida
– -$530K -3,623 Closed
RS
1813
R Squared
Hong Kong
– -$513K -3,509 Closed
ECM
1814
Element Capital Management
New York
– -$511K -3,494 Closed
MM
1815
MQS Management
New York
– -$507K -3,462 Closed
CA
1816
Continuum Advisory
Idaho
– -$506K -3,461 Closed
IC
1817
Inscription Capital
Texas
– -$504K -3,443 Closed
WAM
1818
Werlinich Asset Management
Connecticut
– -$489K -3,343 Closed
VFA
1819
Voya Financial Advisors
Connecticut
– -$476K -3,327 Closed
AA
1820
Auxano Advisors
Washington
– -$475K -3,249 Closed
AGM
1821
Alpine Global Management
New York
– -$473K -3,234 Closed
A
1822
Argentarii
Ohio
– -$469K -3,206 Closed
FMWA
1823
Forvis Mazars Wealth Advisors
Missouri
– -$468K -3,196 Closed
AWA
1824
Aaron Wealth Advisors
Illinois
– -$466K -3,182 Closed
AWM
1825
Arista Wealth Management
Nevada
– -$464K -3,174 Closed