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Name Holding Trade Value Shares
Change
Change in
Stake
SW
1226
SVB Wealth
Massachusetts
– -$1.25M -2,968 Closed
SWM
1227
Sendero Wealth Management
Texas
– -$1.16M -2,752 Closed
LBP AM
1228
LBP AM
France
– -$988K -2,346 Closed
1C
1229
1623 Capital
Virginia
– -$926K -2,200 Closed
FC
1230
FORA Capital
Florida
– -$870K -2,068 Closed
SFA
1231
Seneca Financial Advisors
New York
– -$842K -2,000 Closed
CIS
1232
Custom Index Systems
New York
– -$522K -1,241 Closed
DRW Securities
1233
DRW Securities
Illinois
– -$451K -1,067 Closed
KCM
1234
Kanawha Capital Management
Virginia
– -$421K -1,001 Closed
RIA
1235
Realta Investment Advisors
Delaware
– -$419K -996 Closed
Allstate Corporation
1236
Allstate Corporation
Illinois
– -$335K -797 Closed
PTC
1237
Petrus Trust Company
Texas
– -$288K -684 Closed
DC
1238
Diametric Capital
Massachusetts
– -$255K -606 Closed
Jefferies Financial Group
1239
Jefferies Financial Group
New York
– -$252K -599 Closed
Waverly Advisors
1240
Waverly Advisors
Alabama
– -$236K -560 Closed
NEI
1241
Northwest & Ethical Investments
Ontario, Canada
– -$232K -550 Closed
WF
1242
Wayfinding Financial
Washington
– -$219K -522 Closed
MFS
1243
Mirabella Financial Services
United Kingdom
– -$209K -497 Closed
UFF
1244
USA Financial Formulas
Michigan
– -$187K -445 Closed
HCPC
1245
Hamilton Capital Partners (Canada)
– -$168K -400 Closed
FFA
1246
First Foundation Advisors
California
– -$123K -292 Closed
Ashton Thomas Private Wealth
1247
Ashton Thomas Private Wealth
Arizona
– -$89.2K -212 Closed
T
1248
TOBAM
France
– -$73K -173 Closed
SOW
1249
State of Wyoming
Wyoming
– -$66.1K -157 Closed
TF
1250
Tompkins Financial
New York
– -$63.1K -150 Closed