Name Holding Trade Value Shares
Change
Change in
Stake
BWA
526
Bordeaux Wealth Advisors
California
– -$435K -10,632 Closed
CF
527
Cantor Fitzgerald
New York
– -$424K -10,379 Closed
MFIM
528
Mesirow Financial Investment Management
Illinois
– -$409K -10,014 Closed
KJHP
529
K.J. Harrison & Partners
Ontario, Canada
– -$409K -10,000 Closed
FA
530
FDx Advisors
Illinois
– -$408K -9,973 Closed
EFM
531
E Fund Management
China
– -$377K -9,211 Closed
AQR Capital Management
532
AQR Capital Management
Connecticut
– -$370K -9,038 Closed
RSC
533
Red Spruce Capital
Pennsylvania
– -$353K -8,622 Closed
AFG
534
AFS Financial Group
Maryland
– -$346K -8,451 Closed
IFG
535
Independent Financial Group
California
– -$346K -8,450 Closed
WG
536
Winton Group
United Kingdom
– -$344K -8,403 Closed
ALAM
537
Asahi Life Asset Management
Japan
– -$323K -7,890 Closed
Pathstone Holdings
538
Pathstone Holdings
New Jersey
– -$296K -7,128 Closed
AWM
539
Austin Wealth Management
Texas
– -$230K -6,784 Closed
BFM
540
Boothbay Fund Management
New York
– -$273K -6,677 Closed
IC
541
IEQ Capital
California
– -$269K -6,577 Closed
PWM
542
Prosperity Wealth Management
California
– -$268K -6,550 Closed
OIA
543
OneDigital Investment Advisors
Kansas
– -$268K -6,549 Closed
AIMCA
544
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$266K -6,500 Closed
SC
545
Shay Capital
New York
– -$266K -6,500 Closed
KAS
546
Kestra Advisory Services
Texas
– -$265K -6,482 Closed
SW
547
SVB Wealth
Massachusetts
– -$265K -6,481 Closed
OSAM
548
O'Shaughnessy Asset Management
Connecticut
– -$265K -6,470 Closed
OC
549
Oppenheimer & Co
New York
– -$257K -6,296 Closed
MFAM
550
Motley Fool Asset Management
Virginia
– -$252K -6,159 Closed