Name Holding Trade Value Shares
Change
Change in
Stake
AIS
5251
Accredited Investor Services
Minnesota
– -$704K -5,240 Closed
MB
5252
Mizuho Bank
Japan
– -$698K -5,200 Closed
BTIM
5253
BancFirst Trust & Investment Management
Oklahoma
– -$705K -5,125 Closed
PA
5254
Promethium Advisors
Maryland
– -$682K -5,080 Closed
AC
5255
Aristides Capital
Kentucky
– -$634K -5,000 Closed
FNBSF
5256
First National Bank Sioux Falls
South Dakota
– -$630K -4,690 Closed
FIC
5257
Family Investment Center
Missouri
– -$582K -4,334 Closed
BPWM
5258
Black Point Wealth Management
Florida
– -$574K -4,273 Closed
BPC
5259
Bryce Point Capital
New York
– -$526K -3,917 Closed
SG
5260
Straightline Group
Michigan
– -$505K -3,758 Closed
DB
5261
Dravo Bay
Delaware
– -$503K -3,748 Closed
SIC
5262
Sage Investment Counsel
Tennessee
– -$481K -3,581 Closed
SC
5263
Soundwatch Capital
Connecticut
– -$456K -3,392 Closed
GF
5264
Goodman Financial
Texas
– -$441K -3,286 Closed
MC
5265
MIG Capital
California
– -$345K -2,566 Closed
IP
5266
Interval Partners
New York
– -$323K -2,549 Closed
SKK
5267
Shepherd Kaplan Krochuk
Massachusetts
– -$326K -2,431 Closed
RWA
5268
Redmont Wealth Advisors
Illinois
– -$324K -2,410 Closed
CC
5269
Carlson Capital
Texas
– -$292K -2,300 Closed
RS
5270
Retirement Solution
Washington
– -$309K -2,297 Closed
SFG
5271
Sage Financial Group
Pennsylvania
– -$308K -2,295 Closed
NC
5272
NBW Capital
Massachusetts
– -$307K -2,287 Closed
LAM
5273
Lakewood Asset Management
Illinois
– -$297K -2,212 Closed
HFA
5274
Highland Financial Advisors
New Jersey
– -$282K -2,098 Closed
OPPS
5275
Obsidian Personal Planning Solutions
Maryland
– -$252K -2,098 Closed