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Name Holding Trade Value Shares
Change
Change in
Stake
AWS
601
Atria Wealth Solutions
New York
-$797K -20,771 Closed
CM
602
Caption Management
Oklahoma
-$760K -19,800 Closed
PF
603
Phoenix Financial
Israel
-$631K -16,439 Closed
DADC
604
D.A. Davidson & Co
Montana
-$604K -15,729 Closed
SC
605
Savant Capital
Illinois
-$509K -13,246 Closed
VI
606
Versor Investments
New York
-$388K -10,100 Closed
BAM
607
Belpointe Asset Management
Nevada
-$262K -8,079 Closed
HCA
608
Hyperion Capital Advisors
New York
-$304K -7,922 Closed
CTA
609
Chesley Taft & Associates
Illinois
-$298K -7,765 Closed
AT
610
American Trust
Kentucky
-$257K -6,689 Closed
IFS
611
Ifrah Financial Services
Arkansas
-$250K -6,502 Closed
ONB
612
Old National Bancorp
Indiana
-$240K -6,260 Closed
TSWM
613
Triangle Securities Wealth Management
North Carolina
-$228K -5,929 Closed
MA
614
MONECO Advisors
Connecticut
-$227K -5,906 Closed
SLAM
615
Swiss Life Asset Management
-$221K -5,777 Closed
QFA
616
Quantum Financial Advisors
California
-$217K -5,654 Closed
SMH
617
Sanders Morris Harris
Texas
-$219K -5,600 Closed
SWP
618
Stratos Wealth Partners
Ohio
-$215K -5,600 Closed
CFO
619
Callan Family Office
Pennsylvania
-$212K -5,529 Closed
SFG
620
Sather Financial Group
Texas
-$207K -5,405 Closed
Kovitz Investment Group Partners
621
Kovitz Investment Group Partners
Illinois
-$206K -5,373 Closed
QCM
622
QRG Capital Management
Illinois
-$201K -5,234 Closed
CWMS
623
Cannon Wealth Management Services
North Carolina
-$207K -5,120 Closed
EDRH
624
Edmond de Rothschild Holding
Switzerland
-$173K -4,502 Closed
CFGS
625
Concourse Financial Group Securities
Alabama
-$115K -2,588 Closed