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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
651
Prosperity Wealth Management
California
– -$348K -8,700 Closed
Schroder Investment Management Group
652
Schroder Investment Management Group
United Kingdom
– -$339K -7,886 Closed
PL
653
Plancorp LLC
Missouri
– -$315K -7,861 Closed
SW
654
SteelPeak Wealth
California
– -$276K -6,886 Closed
GCP
655
GSA Capital Partners
United Kingdom
– -$256K -6,404 Closed
TSS
656
Two Sigma Securities
New York
– -$242K -6,045 Closed
RC
657
RBF Capital
California
– -$200K -5,000 Closed
Kayne Anderson Rudnick Investment Management
658
Kayne Anderson Rudnick Investment Management
California
– -$165K -4,128 Closed
PS
659
Principal Securities
Iowa
– -$122K -3,035 Closed
Mitsubishi UFJ Trust & Banking
660
Mitsubishi UFJ Trust & Banking
Japan
– -$99.6K -2,488 Closed
SIC
661
Salem Investment Counselors
North Carolina
– -$40K -1,000 Closed
CI Investments Inc
662
CI Investments Inc
Ontario, Canada
– -$34K -844 Closed
GLF
663
Groupe la Francaise
France
– -$15.3K -419 Closed
DAM
664
Delta Asset Management
Tennessee
– -$169 -103 Closed
FLFS
665
Family Legacy Financial Solutions
North Carolina
– -$4K -100 Closed
JWM
666
JPL Wealth Management
Colorado
– -$3.32K -83 Closed
T
667
Transce3nd
Texas
– -$4.58K -60 Closed
WANY
668
Wealthspire Advisors (New York)
New York
– -$1.92K -48 Closed
IWM
669
IMG Wealth Management
Florida
– -$1.2K -30 Closed
W
670
WealthCollab
Washington
– -$641 -16 Closed
TIM
671
Tortoise Investment Management
New York
– -$440 -11 Closed
FFA
672
Frazier Financial Advisors
Ohio
– -$121 -3 Closed
PFA
673
Pillar Financial Advisors
Kentucky
– -$81 -2 Closed