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C3.ai
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Name Holding Trade Value Shares
Change 		Change in
Stake
QIM
326
Quantitative Investment Management
Virginia
– -$154K -18,368 Closed
MG
327
Marex Group
– -$140K -16,656 Closed
BPMC
328
Buckland Partners Management Co
New York
– -$135K -16,000 Closed
CCP
329
Cane Capital Partners
Louisiana
– -$150K -15,825 Closed
HIP
330
HUB Investment Partners
Texas
– -$127K -15,100 Closed
CG
331
Caprock Group
Idaho
– -$115K -13,689 Closed
PE
332
PCM Encore
Colorado
– -$115K -13,655 Closed
KAS
333
Kestra Advisory Services
Texas
– -$115K -13,610 Closed
SRL
334
Scientech Research LLC
New Jersey
– -$103K -12,199 Closed
ML
335
Mayport LLC
Massachusetts
– -$90.1K -10,700 Closed
AP
336
Aspect Partners
Virginia
– -$38.7K -4,592 Closed
IWS
337
Intentional Wealth Strategies
Colorado
– -$36.2K -4,295 Closed
BRWA
338
B. Riley Wealth Advisors
Florida
– -$29.3K -3,760 Closed
QCG
339
Quadrant Capital Group
Ohio
– -$25.6K -3,045 Closed
ASN
340
Advisory Services Network
Georgia
– -$17.4K -2,072 Closed
UCB
341
United Community Bank
South Carolina
– -$8.42K -1,000 Closed
MCM
342
MAI Capital Management
Ohio
– -$4.67K -555 Closed
SWM
343
Spire Wealth Management
Virginia
– -$4.21K -500 Closed
AF
344
Align Financial
Minnesota
– -$3.38K -401 Closed
AIS
345
Advocate Investing Services
Maryland
– -$3.33K -395 Closed
WPA
346
Wealth Preservation Advisors
Tennessee
– -$1.48K -176 Closed
SA
347
Scarborough Advisors
Maryland
– -$1.33K -158 Closed
RFP
348
Root Financial Partners
California
– -$867 -103 Closed
TFM
349
TFC Financial Management
Massachusetts
– -$842 -100 Closed
BOJHT
350
Bank of Jackson Hole Trust
Wyoming
– -$758 -90 Closed
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