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Name Holding Trade Value Shares
Change
Change in
Stake
PAIM
751
Punch & Associates Investment Management
Minnesota
– -$203K -6,770 Closed
FDDB
752
Fidelity D&D Bancorp
Pennsylvania
– -$203K -6,761 Closed
SI
753
Stephens Inc
Arkansas
– -$200K -6,674 Closed
WANY
754
Wealthspire Advisors (New York)
New York
– -$122K -4,061 Closed
ASN
755
Advisory Services Network
Georgia
– -$77.6K -2,585 Closed
PS
756
Principal Securities
Iowa
– -$45.2K -1,505 Closed
CI Investments Inc
757
CI Investments Inc
Ontario, Canada
– -$41K -1,355 Closed
Optiver Holding
758
Optiver Holding
Netherlands
– -$40.5K -1,348 Closed
RA
759
Rise Advisors
New York
– -$24.7K -823 Closed
PWM
760
Peck Wealth Management
New York
– -$24K -800 Closed
BF
761
BOK Financial
Oklahoma
– -$22.2K -739 Closed
AAS
762
Ameritas Advisory Services
Nebraska
– -$18.1K -602 Closed
AAM
763
Advisors Asset Management
Colorado
– -$17.6K -586 Closed
TIM
764
Tortoise Investment Management
New York
– -$13.7K -455 Closed
MG
765
Mather Group
Illinois
– -$12.9K -428 Closed
IR
766
IAT Reinsurance
New York
– -$9.01K -300 Closed
PPA
767
Painted Porch Advisors
California
– -$8.14K -271 Closed
LC
768
Luminist Capital
Michigan
– -$7.92K -264 Closed
PIM
769
Platinum Investment Management
Australia
– -$6.16K -205 Closed
ANBT
770
American National Bank & Trust
Texas
– -$6.13K -204 Closed
Q1WB
771
Quest 10 Wealth Builders
Virginia
– -$5.34K -178 Closed
HFS
772
Hopwood Financial Services
Virginia
– -$5.05K -168 Closed
FFWM
773
Future Financial Wealth Management
Ohio
– -$4.68K -156 Closed
TCM
774
TruNorth Capital Management
Michigan
– -$4.26K -142 Closed
SGK
775
Steigerwald Gordon & Koch
Virginia
– -$4.17K -139 Closed