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Name Holding Trade Value Shares
Change
Change in
Stake
VAS
651
Vestmark Advisory Solutions
Massachusetts
-$316K -15,244 Closed
ISWM
652
Independent Solutions Wealth Management
New York
-$315K -15,180 Closed
OFA
653
Oak Family Advisors
Illinois
-$306K -14,752 Closed
Federated Hermes
654
Federated Hermes
Pennsylvania
-$287K -13,828 Closed
MOS
655
MGO One Seven
Ohio
-$282K -13,626 Closed
SAS
656
Stelac Advisory Services
New York
-$270K -13,027 Closed
MFG
657
Magnus Financial Group
New York
-$270K -13,018 Closed
AAS
658
Avantax Advisory Services
Texas
-$259K -12,503 Closed
PP
659
Prudential plc
United Kingdom
-$252K -12,154 Closed
FTDI
660
First Trust Direct Indexing
Massachusetts
-$244K -11,784 Closed
Wolverine Trading
661
Wolverine Trading
Illinois
-$218K -11,430 Closed
JIC
662
Johnson Investment Counsel
Ohio
-$236K -11,369 Closed
SP
663
Symmetry Partners
Connecticut
-$236K -11,364 Closed
EH
664
Equitable Holdings
New York
-$234K -11,298 Closed
SW
665
SVB Wealth
Massachusetts
-$227K -10,971 Closed
BCI
666
Brinker Capital Investments
Pennsylvania
-$227K -10,937 Closed
OPS
667
Orion Portfolio Solutions
Nebraska
-$227K -10,937 Closed
CA
668
Calton & Associates
Florida
-$221K -10,666 Closed
Baird Financial Group
669
Baird Financial Group
Wisconsin
-$209K -10,058 Closed
CCA
670
Checchi Capital Advisers
California
-$201K -9,675 Closed
IAIM
671
Industrial Alliance Investment Management
Quebec, Canada
-$161K -7,770 Closed
WSC
672
Wellington Shields & Co
New York
-$149K -7,186 Closed
DCM
673
Dupont Capital Management
Delaware
-$121K -5,857 Closed
WSCM
674
Wellington Shields Capital Management
New York
-$82.9K -4,000 Closed
KC
675
Kepos Capital
New York
-$83K -3,985 Closed