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Name Holding Trade Value Shares
Change
Change in
Stake
SMAM
801
Sugar Maple Asset Management
Wisconsin
– -$519K -20,050 Closed
CIA
802
Caerus Investment Advisors
Texas
– -$507K -19,591 Closed
EPW
803
Evolve Private Wealth
California
– -$503K -19,442 Closed
PL
804
Perpetual Ltd
Australia
– -$498K -19,230 Closed
HT
805
Headlands Technologies
Illinois
– -$498K -19,220 Closed
EC
806
EntryPoint Capital
New York
– -$497K -19,189 Closed
FFM
807
Forum Financial Management
Illinois
– -$467K -18,035 Closed
WWM
808
Whalen Wealth Management
Nevada
– -$459K -17,728 Closed
KeyBank National Association
809
KeyBank National Association
Ohio
– -$448K -17,299 Closed
CCIA
810
Campbell & Co Investment Adviser
Maryland
– -$428K -16,521 Closed
OSAM
811
O'Shaughnessy Asset Management
Connecticut
– -$423K -16,342 Closed
BCM
812
Brookstone Capital Management
Illinois
– -$401K -15,474 Closed
FFA
813
Founders Financial Alliance
North Carolina
– -$391K -15,111 Closed
EWA
814
EP Wealth Advisors
California
– -$378K -14,609 Closed
WA
815
Waddell & Associates
Tennessee
– -$377K -14,574 Closed
BEI
816
Benjamin Edwards Inc
Missouri
– -$373K -14,410 Closed
FAM
817
Formidable Asset Management
Ohio
– -$373K -14,400 Closed
HHGC
818
Hunting Hill Global Capital
New York
– -$359K -13,875 Closed
RCA
819
Resonant Capital Advisors
Wisconsin
– -$357K -13,783 Closed
EA
820
Emerald Advisers
Pennsylvania
– -$355K -13,709 Closed
FRA
821
Frank Rimerman Advisors
California
– -$331K -12,797 Closed
NG
822
Norden Group
Utah
– -$325K -12,541 Closed
CL
823
CSS LLC
Illinois
– -$324K -12,529 Closed
WA
824
Waverly Advisors
Alabama
– -$322K -12,429 Closed
SAG
825
SageView Advisory Group
California
– -$319K -12,340 Closed