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Name Holding Trade Value Shares
Change
Change in
Stake
X
526
Xponance
Pennsylvania
– -$204K -6,065 Closed
SCA
527
STALEY CAPITAL ADVISERS
Pennsylvania
– -$202K -6,014 Closed
DAM
528
Deltec Asset Management
New York
– -$202K -6,000 Closed
SMH
529
Sanders Morris Harris
Texas
– -$202K -6,000 Closed
Daiwa Securities Group
530
Daiwa Securities Group
Japan
– -$181K -5,371 Closed
SWGC
531
Summit Wealth Group (Colorado)
Colorado
– -$240K -3,579 Closed
WBC
532
Westpac Banking Corp
Australia
– -$76.1K -2,263 Closed
SC
533
Stance Capital
Massachusetts
– -$40.9K -1,217 Closed
PS
534
Principal Securities
Iowa
– -$37.5K -1,116 Closed
TWD
535
True Wealth Design
Ohio
– -$23.6K -703 Closed
BBHC
536
Brown Brothers Harriman & Co
New York
– -$21.8K -647 Closed
CT
537
Colonial Trust
South Carolina
– -$20.2K -600 Closed
FPF
538
First Pacific Financial
Washington
– -$19.9K -591 Closed
VFM
539
Vision Financial Markets
Connecticut
– -$16.8K -500 Closed
RFS
540
Richardson Financial Services
Massachusetts
– -$15.6K -465 Closed
UCB
541
United Community Bank
South Carolina
– -$14.2K -421 Closed
BF
542
BOK Financial
Oklahoma
– -$13.7K -408 Closed
TCM
543
Tradewinds Capital Management
Washington
– -$8.41K -250 Closed
NICM
544
Neo Ivy Capital Management
New York
– -$5.78K -172 Closed
RTL
545
Red Tortoise LLC
Georgia
– -$5.38K -160 Closed
GIA
546
GHP Investment Advisors
Colorado
– -$4.81K -143 Closed
CA
547
Clearstead Advisors
Ohio
– -$3.94K -117 Closed
CSPIA
548
Cary Street Partners Investment Advisory
Virginia
– -$3.7K -110 Closed
WANY
549
Wealthspire Advisors (New York)
New York
– -$3.67K -109 Closed
CBT
550
CoreFirst Bank & Trust
Kansas
– -$3.36K -100 Closed