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Walker & Dunlop

Name Holding Trade Value Shares
Change
Change in
Stake
Xponance
301
Xponance
Pennsylvania
– -$217K -2,590 Closed
Ashton Thomas Private Wealth
302
Ashton Thomas Private Wealth
Arizona
– -$215K -2,568 Closed
GPA
303
Guerra Pan Advisors
New Jersey
– -$213K -2,549 Closed
Baird Financial Group
304
Baird Financial Group
Wisconsin
– -$213K -2,546 Closed
O'Shaughnessy Asset Management
305
O'Shaughnessy Asset Management
Connecticut
– -$212K -2,534 Closed
IFU
306
iSAM Funds (UK)
United Kingdom
– -$139K -1,660 Closed
Bessemer Group
307
Bessemer Group
New Jersey
– -$104K -1,466 -100%
RA
308
Rise Advisors
New York
– -$13.3K -159 Closed
MSG
309
Main Street Group
Virginia
– -$11.9K -142 Closed
Optiver Holding
310
Optiver Holding
Netherlands
– -$11.5K -138 Closed
Principal Securities
311
Principal Securities
Iowa
– -$10.1K -121 Closed
Larson Financial Group
312
Larson Financial Group
Missouri
– -$9.91K -119 Closed
TFA
313
Toth Financial Advisory
Virginia
– -$8.36K -100 Closed
Wealthspire Advisors (New York)
314
Wealthspire Advisors (New York)
New York
– -$8.03K -96 Closed
MWM
315
Mascoma Wealth Management
New Hampshire
– -$2.51K -30 Closed
Cullen/Frost Bankers
316
Cullen/Frost Bankers
Texas
– -$1.98K -24 Closed
CT
317
Clearstead Trust
Maine
– -$1.59K -19 Closed
HFS
318
Hughes Financial Services
Virginia
– -$928 -14 Closed
Montag & Associates
319
Montag & Associates
Georgia
– -$586 -7 Closed
Harbour Investments
320
Harbour Investments
Wisconsin
– -$418 -5 Closed
RWM
321
Rialto Wealth Management
New York
– -$251 -3 Closed
SIC
322
SJS Investment Consulting
Ohio
– -$251 -3 Closed
BHWM
323
Bay Harbor Wealth Management
Maryland
– -$83 -1 Closed