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AXIS Capital

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
501
MGB Wealth Management
Texas
– -$540K -5,647 Closed
SAMC
502
Spectrum Asset Management (California)
California
– -$499K -5,189 Closed
RCM
503
Requisite Capital Management
Texas
– -$496K -5,150 Closed
BFM
504
Boothbay Fund Management
New York
– -$408K -4,256 Closed
I
505
InceptionR
California
– -$400K -4,179 Closed
SC
506
Steph & Co
Wisconsin
– -$393K -4,098 Closed
IPW
507
Impact Partnership Wealth
Georgia
– -$367K -3,829 Closed
VI
508
Versor Investments
New York
– -$338K -3,523 Closed
VCM
509
Voleon Capital Management
California
– -$320K -3,340 Closed
PCM
510
Prelude Capital Management
New York
– -$307K -3,200 Closed
OR
511
Olympiad Research
Connecticut
– -$278K -2,906 Closed
APG
512
Abacus Planning Group
South Carolina
– -$242K -2,523 Closed
SWGC
513
Summit Wealth Group (Colorado)
Colorado
– -$592K -1,973 Closed
ASN
514
Advisory Services Network
Georgia
– -$164K -1,715 Closed
JFGIW
515
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$77.6K -806 Closed
ACM
516
Aster Capital Management
United Arab Emirates
– -$69.6K -726 Closed
MG
517
Mather Group
Illinois
– -$62K -647 Closed
PS
518
Principal Securities
Iowa
– -$42.9K -448 Closed
CI Investments Inc
519
CI Investments Inc
Ontario, Canada
– -$36K -378 Closed
Simplex Trading
520
Simplex Trading
Illinois
– -$31.5K -317 Closed
GWSG
521
GPS Wealth Strategies Group
Colorado
– -$18.2K -190 Closed
WANY
522
Wealthspire Advisors (New York)
New York
– -$16K -167 Closed
CCM
523
Cloud Capital Management
Washington
– -$1K -20 Closed
FHC
524
First Horizon Corporation
Tennessee
– -$1.82K -19 Closed
AA
525
Addison Advisors
Vermont
– -$863 -9 Closed