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Walker & Dunlop

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