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Name Holding Trade Value Shares
Change
Change in
Stake
FFM
501
Forum Financial Management
Illinois
-$240K -1,975 Closed
SA
502
Sanctuary Advisors
Indiana
-$239K -1,972 Closed
SF
503
Synovus Financial
Georgia
-$238K -1,958 Closed
HWM
504
HB Wealth Management
Georgia
-$230K -1,899 Closed
Truist Financial
505
Truist Financial
North Carolina
-$224K -1,843 Closed
FWP
506
Forefront Wealth Partners
Texas
-$220K -1,816 Closed
KAS
507
Kestra Advisory Services
Texas
-$220K -1,813 Closed
SCM
508
Shelton Capital Management
Colorado
-$218K -1,797 Closed
CIA
509
Concurrent Investment Advisors
Florida
-$217K -1,785 Closed
CAM
510
Cresset Asset Management
Illinois
-$214K -1,765 Closed
PWM
511
Pacific Wealth Management
California
-$211K -1,737 Closed
FMI
512
F/M Investments
District of Columbia
-$207K -1,702 Closed
UI
513
Unconventional Investor
New Hampshire
-$203K -1,676 Closed
SSW
514
Smith Shellnut Wilson
Mississippi
-$202K -1,667 Closed
FFP
515
FourThought Financial Partners
Florida
-$201K -1,660 Closed
TSS
516
Two Sigma Securities
New York
-$201K -1,657 Closed
OSAM
517
O'Shaughnessy Asset Management
Connecticut
-$201K -1,653 Closed
GS
518
Gagnon Securities
New York
-$188K -1,547 Closed
Bank Julius Baer & Co
519
Bank Julius Baer & Co
Switzerland
-$92.9K -765 Closed
Asset Management One
520
Asset Management One
Japan
-$63.2K -521 Closed
PMAM
521
Picton Mahoney Asset Management
Ontario, Canada
-$39K -324 Closed
PPC
522
Park Place Capital
Alabama
-$36.9K -304 Closed
MIFH
523
Migdal Insurance & Financial Holdings
Israel
-$30K -244 Closed
JFGIW
524
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$27.3K -225 Closed
CCM
525
Cloud Capital Management
Washington
-$20K -169 Closed