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Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
501
Chicago Partners Investment Group
Illinois
– -$218K -1,812 Closed
SI
502
Stephens Inc
Arkansas
– -$226K -1,809 Closed
SW
503
SlateStone Wealth
Florida
– -$224K -1,800 Closed
GAM
504
Groupama Asset Management
France
– -$222K -1,777 Closed
BPA
505
Beacon Pointe Advisors
California
– -$220K -1,765 Closed
FFM
506
Forum Financial Management
Illinois
– -$220K -1,763 Closed
PGFC
507
Peapack-Gladstone Financial Corp
New Jersey
– -$217K -1,746 Closed
LTAS
508
Linden Thomas Advisory Services
North Carolina
– -$214K -1,717 Closed
MYAM
509
Meiji Yasuda Asset Management
Japan
– -$209K -1,676 Closed
PCS
510
Personal CFO Solutions
New Jersey
– -$206K -1,651 Closed
CAM
511
Claret Asset Management
Quebec, Canada
– -$202K -1,618 Closed
SOW
512
State of Wyoming
Wyoming
– -$147K -1,177 Closed
HT
513
Headlands Technologies
Illinois
– -$31.2K -250 Closed
ACA
514
Atlas Capital Advisors
Wyoming
– -$28.1K -225 Closed
CA
515
CoreCap Advisors
Michigan
– -$23.9K -192 Closed
GAA
516
Global Assets Advisory
Florida
– -$20.1K -163 Closed
DJSG
517
D.J. St. Germain
Massachusetts
– -$12.5K -100 Closed
RS
518
Rakuten Securities
Japan
– -$6.36K -51 Closed
GFL
519
Granite FO LLC
New Hampshire
– -$1.7K -16 Closed
Group One Trading
520
Group One Trading
Illinois
– -$1.25K -10 Closed
SC
521
SouthState Corp
Florida
– -$1.12K -9 Closed
JFGIW
522
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$624 -5 Closed
IPW
523
Impact Partnership Wealth
Georgia
– -$374 -3 Closed
TWP
524
TFO Wealth Partners
Ohio
– -$374 -3 Closed