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Name Holding Trade Value Shares
Change
Change in
Stake
Integrated Wealth Concepts
751
Integrated Wealth Concepts
Massachusetts
– -$479K -2,659 Closed
BNP Paribas
752
BNP Paribas
France
– -$451K -2,505 Closed
MAM
753
Milestone Asset Management
Pennsylvania
– -$451K -2,502 Closed
VCA
754
Verdence Capital Advisors
Maryland
– -$413K -2,293 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
755
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$396K -2,200 Closed
HighPoint Advisor Group
756
HighPoint Advisor Group
Illinois
– -$373K -2,069 Closed
Callan Family Office
757
Callan Family Office
Pennsylvania
– -$367K -2,036 Closed
IFWM
758
Institute for Wealth Management
Colorado
– -$349K -1,936 Closed
Iconiq Capital
759
Iconiq Capital
California
– -$344K -1,909 Closed
VSQM
760
V-Square Quantitative Management
Illinois
– -$340K -1,886 Closed
WFI
761
West Family Investments
California
– -$322K -1,786 Closed
Diversify Advisory Services
762
Diversify Advisory Services
Utah
– -$240K -1,712 Closed
Focus Partners Advisor Solutions
763
Focus Partners Advisor Solutions
Missouri
– -$308K -1,712 Closed
ORG
764
Optimist Retirement Group
Washington
– -$306K -1,700 Closed
Erste Asset Management
765
Erste Asset Management
Austria
– -$260K -1,686 Closed
Concurrent Investment Advisors
766
Concurrent Investment Advisors
Florida
– -$303K -1,682 Closed
PHK
767
Point72 Hong Kong
Hong Kong
– -$302K -1,679 Closed
HH
768
Hilltop Holdings
Texas
– -$299K -1,662 Closed
AC
769
Avestar Capital
New York
– -$296K -1,643 Closed
LHWM
770
Lake Hills Wealth Management
Texas
– -$293K -1,625 Closed
Sowell Financial Services
771
Sowell Financial Services
Arkansas
– -$291K -1,618 Closed
IB
772
Intrust Bank
Kansas
– -$282K -1,567 Closed
CIM
773
Contravisory Investment Management
Massachusetts
– -$269K -1,495 Closed
CNBOF
774
City National Bank of Florida
Florida
– -$269K -1,493 Closed
Simplicity Wealth
775
Simplicity Wealth
New Jersey
– -$269K -1,493 Closed