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C3.ai
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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
401
Orion Capital Management
California
– -$34.4K -1,000 Closed
RS
402
R Squared
Hong Kong
– -$28.6K -830 Closed
CP
403
Castleview Partners
Texas
– -$24.3K -700 Closed
PFA
404
Pathway Financial Advisers
Indiana
– -$12.6K -365 Closed
TAM
405
Tucker Asset Management
Colorado
– -$9.98K -290 Closed
UB
406
UMB Bank
Missouri
– -$6.89K -200 Closed
AG
407
AmeriFlex Group
Nevada
– -$5.49K -175 Closed
SFGP
408
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
– -$6.03K -175 Closed
CAS
409
Coppell Advisory Solutions
Texas
– -$4.34K -123 Closed
BWM
410
Bullock Wealth Management
Indiana
– -$2.41K -70 Closed
QL
411
Quarry LP
New York
– -$2K -58 Closed
ATC
412
Adirondack Trust Company
New York
– -$1.72K -50 Closed
AWM
413
Avior Wealth Management
Nebraska
– -$1.72K -50 Closed
PAM
414
Parvin Asset Management
South Dakota
– -$1.72K -50 Closed
CMP
415
Coston McIsaac & Partners
Maine
– -$1K -39 Closed
SO
416
Sierra Ocean
California
– -$1.14K -33 Closed
ACM
417
Aster Capital Management
United Arab Emirates
– -$620 -18 Closed
GM
418
GeoWealth Management
Illinois
– -$448 -13 Closed
AFG
419
Albion Financial Group
Utah
– -$345 -10 Closed
CPL
420
Capital & Planning LLC
Georgia
– -$172 -5 Closed
SIC
421
SJS Investment Consulting
Ohio
– -$69 -2 Closed
GFPC
422
Global Financial Private Client
Florida
– -$34 -1 Closed
GCS
423
Gordian Capital (Singapore)
Singapore
– -$35 -1 Closed
CAL
424
Capital Advisors Ltd
Ohio
– +$142 +5 +38%
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