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First American

Name Holding Trade Value Shares
Change
Change in
Stake
LMFP
501
Larry Mathis Financial Planning
Arizona
– -$221K -3,666 Closed
AR
502
Altar Rock
New York
– -$202K -3,357 Closed
Daiwa Securities Group
503
Daiwa Securities Group
Japan
– -$150K -2,480 Closed
MCM
504
MAI Capital Management
Ohio
– -$89.1K -1,479 Closed
AA
505
Ancora Advisors
Ohio
– -$50.8K -843 Closed
ACM
506
Aster Capital Management
United Arab Emirates
– -$42.8K -652 Closed
RFP
507
Root Financial Partners
California
– -$30.4K -504 Closed
VSQM
508
V-Square Quantitative Management
Illinois
– -$26.1K -433 Closed
ASN
509
Advisory Services Network
Georgia
– -$22.6K -375 Closed
Simplex Trading
510
Simplex Trading
Illinois
– -$16.2K -243 Closed
QCG
511
Quadrant Capital Group
Ohio
– -$3.98K -66 Closed
AGWCA
512
Annis Gardner Whiting Capital Advisors
Florida
– -$1.15K -19 Closed
TPWA
513
Twin Peaks Wealth Advisors
California
– -$1.02K -17 Closed
SA
514
Scarborough Advisors
Maryland
– -$836 -14 Closed
BWA
515
Basecamp Wealth Advisors
Washington
– -$784 -13 Closed
CIAM
516
Caitong International Asset Management
Hong Kong
– -$723 -12 Closed
VWM
517
Vermillion Wealth Management
Minnesota
– -$422 -7 Closed
CW
518
Curio Wealth
Maryland
– -$181 -3 Closed
NWM
519
Navigoe Wealth Management
California
– +$600 +9 New