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Name Holding Trade Value Shares
Change
Change in
Stake
BBP
626
Banco BTG Pactual
Brazil
– -$262K -2,569 Closed
BCM
627
Bayesian Capital Management
New York
– -$219K -2,147 Closed
AIA
628
Affinity Investment Advisors
California
– -$205K -2,003 Closed
TFS
629
Thoroughbred Financial Services
Tennessee
– -$201K -1,976 Closed
BAM
630
Blueshift Asset Management
New Jersey
– -$201K -1,965 Closed
SW
631
SVB Wealth
Massachusetts
– -$188K -1,841 Closed
SSG
632
Summit Securities Group
New York
– -$64K -626 Closed
PMFA
633
Plante Moran Financial Advisors
Michigan
– -$38.6K -378 Closed
MG
634
Mather Group
Illinois
– -$31.4K -307 Closed
HCP
635
Hexagon Capital Partners
Arkansas
– -$31.1K -304 Closed
TCPG
636
Trivant Custom Portfolio Group
California
– -$30.7K -300 Closed
GFPC
637
Global Financial Private Client
Florida
– -$7.97K -78 Closed
OC
638
Oakworth Capital
Alabama
– -$7.87K -77 Closed
CTWM
639
Cherry Tree Wealth Management
Minnesota
– -$4.29K -42 Closed
MAS
640
MPWM Advisory Solutions
Georgia
– -$3.47K -34 Closed
BIA
641
Bell Investment Advisors
California
– -$1.74K -17 Closed
OW
642
Olistico Wealth
Oklahoma
– -$1.02K -10 Closed
CA
643
Clearstead Advisors
Ohio
– -$614 -6 Closed
HHGA
644
Halbert Hargrove Global Advisors
California
– -$511 -5 Closed
PCTC
645
Perkins Coie Trust Company
Washington
– -$306 -3 Closed
AWM
646
Abound Wealth Management
Tennessee
– -$205 -2 Closed