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Icahn Enterprises

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
Centric Wealth Management
Illinois
– -$1.09M -20,989 Closed
WHG
152
Westwood Holdings Group
Texas
– -$922K -17,832 Closed
GCP
153
GSA Capital Partners
United Kingdom
– -$591K -11,426 Closed
CCP
154
Carmel Capital Partners
California
– -$505K -9,774 Closed
SW
155
SVB Wealth
Massachusetts
– -$470K -9,086 Closed
Corient Private Wealth
156
Corient Private Wealth
Florida
– -$462K -8,940 Closed
HA
157
Herold Advisors
New York
– -$366K -7,084 Closed
AWS
158
Atria Wealth Solutions
New York
– -$373K -6,938 Closed
AAS
159
Avantax Advisory Services
Texas
– -$317K -6,123 Closed
ORC
160
O'Rourke & Company
Massachusetts
– -$313K -6,045 Closed
AWM
161
Axxcess Wealth Management
California
– -$310K -5,990 Closed
CIA
162
Cladis Investment Advisory
Montana
– -$303K -5,850 Closed
CL
163
Choreo LLC
Illinois
– -$294K -5,690 Closed
MNBTD
164
Moody National Bank Trust Division
Texas
– -$294K -5,689 Closed
MML Investors Services
165
MML Investors Services
Massachusetts
– -$286K -5,528 Closed
SFG
166
Sovereign Financial Group
Connecticut
– -$262K -5,075 Closed
FC
167
FORA Capital
Florida
– -$261K -5,054 Closed
JWM
168
Jeppson Wealth Management
California
– -$260K -5,021 Closed
GF
169
Gabelli Funds
New York
– -$259K -5,000 Closed
CCM
170
Chilton Capital Management
Texas
– -$254K -4,907 Closed
MSAM
171
Moloney Securities Asset Management
Missouri
– -$250K -4,834 Closed
WS
172
Wedbush Securities
California
– -$249K -4,812 Closed
Mercer Global Advisors
173
Mercer Global Advisors
Colorado
– -$243K -4,692 Closed
SEP
174
Southland Equity Partners
Missouri
– -$236K -4,573 Closed
AAS
175
Ameritas Advisory Services
Nebraska
– -$232K -4,483 Closed