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FirstService

Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
326
Squarepoint
New York
– -$257K -1,653 Closed
PCM
327
Prelude Capital Management
New York
– -$228K -1,465 Closed
AWM
328
Apollon Wealth Management
South Carolina
– -$214K -1,378 Closed
CIAM
329
Caitong International Asset Management
Hong Kong
– -$128K -825 Closed
KAS
330
Kestra Advisory Services
Texas
– -$34.1K -219 Closed
CIAS
331
CBIZ Investment Advisory Services
Ohio
– -$24.7K -158 Closed
SAM
332
Smartleaf Asset Management
Massachusetts
– -$18.2K -117 Closed
FMP
333
Financial Management Professionals
Texas
– -$17.9K -115 Closed
SAG
334
SageView Advisory Group
California
– -$11.2K -72 Closed
TH
335
TCTC Holdings
Texas
– -$10.4K -67 Closed
HC
336
Hurley Capital
New York
– -$9.21K -59 Closed
Northwestern Mutual Wealth Management
337
Northwestern Mutual Wealth Management
Wisconsin
– -$5.91K -38 Closed
FHA
338
Flagship Harbor Advisors
Massachusetts
– -$3.11K -20 Closed
NSIM
339
North Star Investment Management
Illinois
– -$2.64K -17 Closed
JWA
340
JFS Wealth Advisors
Pennsylvania
– -$2.18K -14 Closed
NFSG
341
Newbridge Financial Services Group
Florida
– -$2.18K -14 Closed
RWS
342
Retirement Wealth Solutions
Wisconsin
– -$934 -6 Closed
QCG
343
Quadrant Capital Group
Ohio
– -$623 -4 Closed
PWA
344
Physician Wealth Advisors
Utah
– -$467 -3 Closed
TFA
345
Transamerica Financial Advisors
Florida
– -$156 -1 Closed