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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
426
Arista Wealth Management
Nevada
– -$43.1K -8,000 Closed
ACM
427
Aster Capital Management
United Arab Emirates
– -$35K -6,487 Closed
NMG
428
New Millennium Group
Utah
– -$21.2K -3,936 Closed
Advisory Services Network
429
Advisory Services Network
Georgia
– -$19.7K -3,649 Closed
RA
430
Rise Advisors
New York
– -$9.43K -1,749 Closed
SS
431
Sunbelt Securities
Texas
– -$9.41K -1,745 Closed
CI Investments Inc
432
CI Investments Inc
Ontario, Canada
– -$9K -1,722 Closed
SSG
433
Summit Securities Group
New York
– -$7.5K -1,392 Closed
OP
434
ORG Partners
Indiana
– -$6.58K -1,220 Closed
Wealthspire Advisors (New York)
435
Wealthspire Advisors (New York)
New York
– -$5.43K -1,008 Closed
Principal Securities
436
Principal Securities
Iowa
– -$3.56K -660 Closed
SouthState Corp
437
SouthState Corp
Florida
– -$3.01K -558 Closed
Brown Brothers Harriman & Co
438
Brown Brothers Harriman & Co
New York
– -$2.69K -500 Closed
SHIM
439
Stone House Investment Management
Pennsylvania
– -$1.08K -200 Closed
TFA
440
Toth Financial Advisory
Virginia
– -$1.08K -200 Closed
CH
441
Cromwell Holdings
Wyoming
– -$917 -170 Closed
FPF
442
First Pacific Financial
Washington
– -$911 -169 Closed
KG
443
Kilter Group
New York
– -$469 -87 Closed
CT
444
Clearstead Trust
Maine
– -$464 -86 Closed
PFBT
445
Parkside Financial Bank & Trust
Missouri
– -$426 -79 Closed
TCM
446
TD Capital Management
Tennessee
– -$426 -79 Closed
UMB Bank
447
UMB Bank
Missouri
– -$334 -62 Closed
TIM
448
Tortoise Investment Management
New York
– -$318 -59 Closed
RIL
449
Rothschild Investment LLC
Illinois
– -$65 -12 Closed
BCH
450
Berkshire Capital Holdings
California
– -$54 -10 Closed