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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
676
Petrus Trust Company
Texas
– -$335K -5,485 Closed
ALAM
677
Asahi Life Asset Management
Japan
– -$304K -4,980 Closed
WAC
678
William Allan Corp
Colorado
– -$302K -4,935 Closed
VRS
679
Virginia Retirement Systems
Virginia
– -$258K -4,220 Closed
IC
680
IEQ Capital
California
– -$254K -4,163 Closed
CA
681
Calton & Associates
Florida
– -$254K -4,148 Closed
Rockefeller Capital Management
682
Rockefeller Capital Management
New York
– -$241K -3,962 Closed
MG
683
Mather Group
Illinois
– -$237K -3,870 Closed
SFS
684
Sowell Financial Services
Arkansas
– -$232K -3,799 Closed
NRW
685
Nova R Wealth
Kansas
– -$230K -3,771 Closed
PFO
686
Pathstone Family Office
New Jersey
– -$220K -3,473 Closed
WIA
687
World Investment Advisors
California
– -$211K -3,449 Closed
WI
688
WrapManager Inc
California
– -$211K -3,448 Closed
IAA
689
Independent Advisor Alliance
North Carolina
– -$210K -3,440 Closed
PWA
690
Phoenix Wealth Advisors
North Carolina
– -$210K -3,439 Closed
Aviva
691
Aviva
United Kingdom
– -$202K -3,304 Closed
BBL
692
Beck Bode LLC
Massachusetts
– -$202K -3,302 Closed
AAS
693
Ameritas Advisory Services
Nebraska
– -$172K -2,751 Closed
Walleye Trading
694
Walleye Trading
New York
– -$142K -2,347 Closed
GFL
695
Granite FO LLC
New Hampshire
– -$74.3K -1,196 Closed
BAM
696
Belpointe Asset Management
Nevada
– -$71.4K -1,168 Closed
MC
697
Machina Capital
France
– -$69.3K -1,134 Closed
TWA
698
TCI Wealth Advisors
Arizona
– -$25.2K -412 Closed
WIM
699
WealthPlan Investment Management
Nebraska
– -$18.3K -300 Closed
EI
700
Ellevest Inc
New York
– -$18.3K -299 Closed