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Name Holding Trade Value Shares
Change
Change in
Stake
OFS
2151
OneAscent Financial Services
Alabama
– -$397K -1,092 Closed
GFPC
2152
Global Financial Private Capital
Florida
– -$374K -1,045 -100%
OMC
2153
Old Mission Capital
Illinois
– -$379K -1,040 Closed
AWA
2154
Alaska Wealth Advisors
Alaska
– -$393K -1,030 Closed
GCM
2155
Gunderson Capital Management
South Carolina
– -$347K -954 Closed
FIM
2156
Freedom Investment Management
Connecticut
– -$347K -952 Closed
TC
2157
Trilogy Capital
California
– -$303K -860 Closed
WorldQuant Millennium Advisors
2158
WorldQuant Millennium Advisors
New York
– -$312K -857 Closed
VBFG
2159
Vishria Bird Financial Group
Tennessee
– -$304K -835 Closed
HIIFS
2160
Harel Insurance Investments & Financial Services
Israel
– -$291K -800 Closed
BFO
2161
Boston Family Office
Massachusetts
– -$269K -740 Closed
FFG
2162
Frisch Financial Group
New York
– -$266K -732 Closed
OC
2163
Oarsman Capital
Wisconsin
– -$260K -715 Closed
NP
2164
NS Partners
United Kingdom
– -$259K -712 Closed
DTL
2165
Dynamic Technology Lab
Singapore
– -$258K -710 Closed
F
2166
F3Logic
Minnesota
– -$248K -677 Closed
FM
2167
Family Management
New York
– -$242K -664 Closed
GWM
2168
Greenwich Wealth Management
Connecticut
– -$232K -638 Closed
IIM
2169
Ipswich Investment Management
Massachusetts
– -$231K -635 Closed
SL
2170
Summitry LLC
California
– -$225K -619 Closed
BONST
2171
Bank of Nova Scotia Trust
Ontario, Canada
– -$225K -618 Closed
AIS
2172
American Investment Services
Massachusetts
– -$220K -605 Closed
GBBWRPM
2173
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$216K -594 Closed
LI
2174
Lafayette Investments
Maryland
– -$207K -569 Closed
AWM
2175
Aevitas Wealth Management
Massachusetts
– -$203K -557 Closed