Name Holding Trade Value Shares
Change
Change in
Stake
DADC
551
D.A. Davidson & Co
Montana
– -$360K -3,610 Closed
Simplex Trading
552
Simplex Trading
Illinois
– -$297K -3,390 Closed
OFS
553
OneAscent Financial Services
Alabama
– -$325K -3,260 Closed
LNC
554
Lincoln National Corp
Pennsylvania
– -$307K -3,080 Closed
IF
555
Intrua Financial
Texas
– -$298K -2,983 Closed
VCA
556
Verdence Capital Advisors
Maryland
– -$270K -2,707 Closed
BAM
557
Belpointe Asset Management
Nevada
– -$268K -2,684 Closed
FCA
558
Fortis Capital Advisors
Kansas
– -$268K -2,684 Closed
ONB
559
Old National Bancorp
Indiana
– -$262K -2,623 Closed
BCM
560
Bayesian Capital Management
New York
– -$258K -2,584 Closed
LA
561
Lindenwold Advisors
Pennsylvania
– -$256K -2,562 Closed
Corient Private Wealth
562
Corient Private Wealth
Florida
– -$255K -2,559 Closed
MC
563
Maverick Capital
Texas
– -$254K -2,543 Closed
FHWM
564
Fox Hill Wealth Management
Massachusetts
– -$244K -2,445 Closed
IC
565
IEQ Capital
California
– -$231K -2,313 Closed
SCA
566
Snowden Capital Advisors
New York
– -$224K -2,241 Closed
FFM
567
Forum Financial Management
Illinois
– -$219K -2,194 Closed
UCFA
568
United Capital Financial Advisors
Texas
– -$213K -2,137 Closed
CAM
569
Claret Asset Management
Quebec, Canada
– -$210K -2,108 Closed
WS
570
Wedbush Securities
California
– -$209K -2,098 Closed
CIM
571
CIM Investment Management
Pennsylvania
– -$206K -2,066 Closed
HFM
572
Harvest Fund Management
China
– -$174K -1,744 Closed
TC
573
Torno Capital
Massachusetts
– -$43.7K -500 Closed
SC
574
Steph & Co
Wisconsin
– -$26.4K -265 Closed
AAG
575
Accordant Advisory Group
Maryland
– -$12.5K -125 Closed