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HUCK

Huckleberry.ai, Inc. Class B Common Stock

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
201
HighTower Advisors
Illinois
– -$416K -4,937 Closed
DT
202
Diversified Trust
Tennessee
– -$404K -4,786 Closed
TC
203
TownSquare Capital
Utah
– -$390K -4,614 Closed
BJL
204
Brighton Jones LLC
Washington
– -$357K -4,230 Closed
State of Wisconsin Investment Board
205
State of Wisconsin Investment Board
Wisconsin
– -$346K -4,100 Closed
LPL Financial
206
LPL Financial
California
– -$338K -4,008 Closed
SFA
207
Source Financial Advisors
New York
– -$335K -3,963 Closed
Cambridge Investment Research Advisors
208
Cambridge Investment Research Advisors
Iowa
– -$307K -3,634 Closed
SC
209
Shay Capital
New York
– -$296K -3,500 Closed
V
210
Veritable
Delaware
– -$296K -3,500 Closed
CIM
211
CIM Investment Management
Pennsylvania
– -$276K -3,268 Closed
OSAM
212
O'Shaughnessy Asset Management
Connecticut
– -$243K -2,871 Closed
CCIA
213
Campbell & Co Investment Adviser
Maryland
– -$236K -2,800 Closed
UCFA
214
United Capital Financial Advisors
Texas
– -$234K -2,772 Closed
AFA
215
Arlington Financial Advisors
California
– -$211K -2,500 Closed
RJFSA
216
Raymond James Financial Services Advisors
Florida
– -$203K -2,409 Closed
Cerity Partners
217
Cerity Partners
New York
– -$200K -2,368 Closed
LSA
218
Leonteq Securities AG
Switzerland
– -$84.4K -1,000 Closed
TWA
219
TCI Wealth Advisors
Arizona
– -$8K -95 Closed
BIA
220
Bell Investment Advisors
California
– -$2K -19 Closed
LC
221
Lindbrook Capital
California
– -$1K -14 Closed
C
222
Covestor
United Kingdom
– +$368 +5 New
JWA
223
JFS Wealth Advisors
Pennsylvania
– +$368 +5 New
SC
224
Schubert & Co
Texas
– +$368 +5 New
AssetMark Inc
225
AssetMark Inc
California
– +$515 +7 New