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Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
251
SEI Investments
Pennsylvania
– -$231K -12,316 Closed
I
252
InceptionR
California
– -$217K -11,597 Closed
CI Investments Inc
253
CI Investments Inc
Ontario, Canada
– -$43K -2,281 Closed
OWP
254
ORG Wealth Partners
Texas
– -$18.8K -1,000 Closed
Optiver Holding
255
Optiver Holding
Netherlands
– -$9.26K -494 Closed
HI
256
Harbour Investments
Wisconsin
– -$2.91K -155 Closed
MG
257
Mather Group
Illinois
– -$1.97K -105 Closed
PS
258
Principal Securities
Iowa
– -$1.97K -105 Closed
SHIM
259
Stone House Investment Management
Pennsylvania
– -$1.88K -100 Closed
ASN
260
Advisory Services Network
Georgia
– -$1.2K -64 Closed
BBHC
261
Brown Brothers Harriman & Co
New York
– -$1.07K -57 Closed
DZ Bank
262
DZ Bank
Germany
– -$900 -48 Closed
Fifth Third Bancorp
263
Fifth Third Bancorp
Ohio
– -$506 -27 Closed
RWM
264
Rialto Wealth Management
New York
– -$488 -26 Closed
PFBT
265
Parkside Financial Bank & Trust
Missouri
– -$413 -22 Closed
BIA
266
Bell Investment Advisors
California
– -$319 -17 Closed
RFP
267
Root Financial Partners
California
– -$281 -15 Closed
CIAM
268
Caitong International Asset Management
Hong Kong
– -$150 -8 Closed
FFO
269
Fortitude Family Office
Arizona
– -$131 -7 Closed
BHWM
270
Bay Harbor Wealth Management
Maryland
– -$18 -1 Closed
AW
271
Avion Wealth
Texas
– +$494 +30 +107%