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Greif Class B

Name Holding Trade Value Shares
Change
Change in
Stake
DPW
126
DiNuzzo Private Wealth
Pennsylvania
$281 +$84 +1 +50%
BHWM
127
Bay Harbor Wealth Management
Maryland
$189
TFA
128
Transamerica Financial Advisors
Florida
$188
CA
129
CoreCap Advisors
Michigan
$187 +$169 +2 New
HNB
130
Huntington National Bank
Ohio
$94
RWM
131
Rialto Wealth Management
New York
$94
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$94 +$84 +1 New
DF
133
DecisionPoint Financial
Arizona
$94 +$84 +1 New
HFS
134
Hughes Financial Services
Virginia
$94 +$84 +1 New
LI
135
LRI Investments
Florida
$94 +$84 +1 New
Citadel Advisors
136
Citadel Advisors
Florida
-$824K -9,414 Closed
State of Wisconsin Investment Board
137
State of Wisconsin Investment Board
Wisconsin
-$220K -2,515 Closed
Jones Financial Companies
138
Jones Financial Companies
Missouri
-$10.6K -125 Closed
TPWA
139
Twin Peaks Wealth Advisors
California
-$9.63K -110 Closed
AssetMark Inc
140
AssetMark Inc
California
-$5.87K -67 Closed
RFP
141
Root Financial Partners
California
-$4.29K -49 Closed
ECM
142
ExodusPoint Capital Management
New York
-$1.66K -19 Closed
ASN
143
Advisory Services Network
Georgia
-$875 -10 Closed
PCA
144
PMV Capital Advisers
Texas
-$501 -6 Closed
TC
145
Truvestments Capital
Florida
-$350 -4 Closed
VWM
146
Vermillion Wealth Management
Minnesota
-$175 -2 Closed
CW
147
Curio Wealth
Maryland
-$88 -1 Closed
MCM
148
MAI Capital Management
Ohio
-$88 -1 Closed
TWD
149
True Wealth Design
Ohio
-$88 -1 Closed
NWM
150
Navigoe Wealth Management
California
+$84 +1 New