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Name Holding Trade Value Shares
Change
Change in
Stake
FFM
526
Forum Financial Management
Illinois
– -$249K -2,475 Closed
SFA
527
Sequoia Financial Advisors
Ohio
– -$242K -2,410 Closed
NEI
528
Northwest & Ethical Investments
Ontario, Canada
– -$242K -2,400 Closed
RWP
529
RWA Wealth Partners
Massachusetts
– -$238K -2,375 Closed
TSS
530
Two Sigma Securities
New York
– -$237K -2,365 Closed
HighTower Advisors
531
HighTower Advisors
Illinois
– -$236K -2,353 Closed
VA
532
Vident Advisory
Georgia
– -$229K -2,277 Closed
AFG
533
Atomi Financial Group
New York
– -$223K -2,225 Closed
M1FG
534
Mach-1 Financial Group
Arkansas
– -$220K -2,192 Closed
CL
535
Choreo LLC
Illinois
– -$218K -2,161 Closed
PFS
536
Prospera Financial Services
Texas
– -$214K -2,128 Closed
SC
537
SummitTX Capital
Texas
– -$212K -2,110 Closed
MAS
538
Meeder Advisory Services
Ohio
– -$211K -2,103 Closed
FNBSF
539
First National Bank Sioux Falls
South Dakota
– -$206K -2,050 Closed
AG
540
AlTi Global
New York
– -$205K -2,045 Closed
VC
541
VarCov Co
Connecticut
– -$204K -2,033 Closed
CS
542
Cannell & Spears
New York
– -$201K -2,000 Closed
CWA
543
Clarity Wealth Advisors
California
– -$201K -2,000 Closed
GC
544
GFG Capital
Florida
– -$201K -2,000 Closed
BC
545
Bayforest Capital
United Kingdom
– -$167K -1,668 Closed
BPA
546
Beacon Pointe Advisors
California
– -$140K -1,399 Closed
CFB
547
Cullen/Frost Bankers
Texas
– -$80.3K -800 Closed
SAG
548
SageView Advisory Group
California
– -$47.7K -475 Closed
KAS
549
Kestra Advisory Services
Texas
– -$44.4K -442 Closed
HP
550
Havemeyer Place
Connecticut
– -$39.4K -392 Closed