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Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
401
Lazard Asset Management
New York
$1K +$1.67K +11 New
WIM
402
Westside Investment Management
California
$6 – – –
MAM
403
Madison Asset Management
Wisconsin
– -$3M -19,429 Closed
AI
404
Atria Investments
North Carolina
– -$1.7M -11,055 Closed
SW
405
SteelPeak Wealth
California
– -$687K -4,455 Closed
BCP
406
Berkeley Capital Partners
Georgia
– -$657K -4,262 Closed
DTL
407
Dynamic Technology Lab
Singapore
– -$635K -4,120 Closed
WA
408
Wealth Alliance
New York
– -$589K -3,817 Closed
BTW
409
Boston Trust Walden
Massachusetts
– -$575K -3,730 Closed
ECM
410
ExodusPoint Capital Management
New York
– -$512K -3,323 Closed
SPP
411
Single Point Partners
Massachusetts
– -$500K -3,246 Closed
CFM
412
Capricorn Fund Managers
United Kingdom
– -$490K -3,176 Closed
HSA
413
HBK Sorce Advisory
Pennsylvania
– -$427K -2,770 Closed
FC
414
FORA Capital
Florida
– -$395K -2,564 Closed
OIA
415
OneDigital Investment Advisors
Kansas
– -$386K -2,501 Closed
MC
416
Matisse Capital
Oregon
– -$324K -2,100 Closed
BAM
417
Blueshift Asset Management
New Jersey
– -$286K -1,858 Closed
KeyBank National Association
418
KeyBank National Association
Ohio
– -$282K -1,827 Closed
MOS
419
MGO One Seven
Ohio
– -$251K -1,625 Closed
BFS
420
Bard Financial Services
Connecticut
– -$231K -1,500 Closed
LWP
421
Legacy Wealth Planning
Nevada
– -$231K -1,500 Closed
WWM
422
Westwood Wealth Management
California
– -$231K -1,500 Closed
SWA
423
Stratos Wealth Advisors
Ohio
– -$228K -1,478 Closed
GFP
424
Guardian Financial Partners
California
– -$217K -1,410 Closed
SFG
425
SevenBridge Financial Group
Pennsylvania
– -$216K -1,403 Closed