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Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
401
Smith Salley Wealth Management
North Carolina
– -$207K -10,625 Closed
Prudential Financial
402
Prudential Financial
New Jersey
– -$206K -10,555 Closed
PHK
403
Point72 Hong Kong
Hong Kong
– -$133K -6,807 Closed
SAM
404
Shell Asset Management
Netherlands
– -$94.9K -5,050 -100%
CM
405
Caption Management
Oklahoma
– -$42.9K -2,201 Closed
QL
406
Quarry LP
New York
– -$33.7K -1,732 Closed
ASN
407
Advisory Services Network
Georgia
– -$29.9K -1,537 Closed
EC
408
EntryPoint Capital
New York
– -$29.9K -1,533 Closed
AI
409
AdvisorShares Investments
Maryland
– -$19K -976 Closed
PWA
410
Provenance Wealth Advisors
Florida
– -$11K -566 Closed
CAC
411
Core Alternative Capital
Georgia
– -$9.32K -479 Closed
ADL
412
Asset Dedication LLC
California
– -$4K -231 Closed
LFA
413
Livelsberger Financial Advisory
Ohio
– -$4.08K -210 Closed
EC
414
EdgeRock Capital
Colorado
– -$3.81K -200 Closed
HGERS
415
Householder Group Estate & Retirement Specialist
Arizona
– -$3K -200 Closed
NS
416
NBC Securities
Alabama
– -$3K -195 Closed
GG
417
Greenwood Gearhart
Arkansas
– -$2.83K -145 Closed
BTI
418
Blue Trust Inc
Georgia
– -$3K -133 Closed
Robeco Institutional Asset Management
419
Robeco Institutional Asset Management
Netherlands
– -$1.99K -102 Closed
BBHC
420
Brown Brothers Harriman & Co
New York
– -$1.97K -101 Closed
CHA
421
Carmichael Hill & Associates
Maryland
– -$1.95K -100 Closed
CG
422
Cutler Group
California
– -$1.54K -82 -82%
GWS
423
Glassman Wealth Services
Virginia
– -$1.54K -79 Closed
GWMIA
424
Global Wealth Management Investment Advisory
Florida
– -$1.46K -75 Closed
PFBT
425
Parkside Financial Bank & Trust
Missouri
– -$1.25K -64 Closed