Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
Profund Advisors
Maryland
– -$203K -71,608 Closed
VF
302
Virtu Financial
New York
– -$170K -59,985 Closed
LTM
303
Lotus Technology Management
Florida
– -$163K -57,386 Closed
Vontobel Holding
304
Vontobel Holding
Switzerland
– -$121K -42,610 Closed
Lido Advisors
305
Lido Advisors
California
– -$118K -42,485 Closed
VCM
306
Voleon Capital Management
California
– -$99.5K -35,052 Closed
TSS
307
Two Sigma Securities
New York
– -$95.8K -33,747 Closed
AWA
308
Argos Wealth Advisors
California
– -$86K -30,264 Closed
DWM
309
Drive Wealth Management
Utah
– -$85.9K -30,252 Closed
BW
310
BIP Wealth
Georgia
– -$84.1K -29,623 Closed
VAS
311
Vestmark Advisory Solutions
Massachusetts
– -$79.1K -27,837 Closed
WANY
312
Wealthspire Advisors (New York)
New York
– -$75.7K -26,671 Closed
RS
313
R Squared
Hong Kong
– -$73.9K -26,019 Closed
DTL
314
Dynamic Technology Lab
Singapore
– -$72K -25,302 Closed
EWM
315
Elmwood Wealth Management
California
– -$63K -22,183 Closed
DWT
316
Dorsey & Whitney Trust
South Dakota
– -$62.5K -21,991 Closed
NWM
317
Nolet Wealth Management
Texas
– -$59.2K -20,852 Closed
SMA
318
Sage Mountain Advisors
Georgia
– -$57.2K -20,140 Closed
Cetera Investment Advisers
319
Cetera Investment Advisers
Illinois
– -$54K -19,029 Closed
IAA
320
Independent Advisor Alliance
North Carolina
– -$51.9K -18,265 Closed
TIAA Trust, National Association
321
TIAA Trust, National Association
North Carolina
– -$50.3K -17,712 Closed
Qube Research & Technologies (QRT)
322
Qube Research & Technologies (QRT)
United Kingdom
– -$50.3K -17,707 Closed
FPAS
323
Focus Partners Advisor Solutions
Missouri
– -$47.5K -16,741 Closed
FPN
324
Financial Planning Navigators
Minnesota
– -$45.8K -16,136 Closed
SW
325
Simplicity Wealth
New Jersey
– -$45.8K -16,136 Closed