Name Holding Trade Value Shares
Change
Change in
Stake
SAM
226
Shell Asset Management
Netherlands
– -$296K -26,600 Closed
ECM
227
ExodusPoint Capital Management
New York
– -$294K -26,438 Closed
CCM
228
CloudAlpha Capital Management
Hong Kong
– -$258K -26,200 Closed
DILIC
229
Dai-ichi Life Insurance Company
Japan
– -$247K -22,200 Closed
SS
230
Simplicity Solutions
Minnesota
– -$161K -14,518 Closed
WFI
231
West Family Investments
California
– -$125K -11,207 Closed
EGM
232
Engineers Gate Manager
New York
– -$113K -10,195 Closed
IAIM
233
International Assets Investment Management
Florida
– -$68.9K -6,200 Closed
DekaBank Deutsche Girozentrale
234
DekaBank Deutsche Girozentrale
Germany
– -$47K -4,331 Closed
ASN
235
Advisory Services Network
Georgia
– -$13.6K -1,223 Closed
Amundi
236
Amundi
France
– -$11K -1,091 Closed
AAS
237
Ameritas Advisory Services
Nebraska
– -$6.5K -700 Closed
BAM
238
Belpointe Asset Management
Nevada
– -$6K -540 Closed
GWM
239
Geneos Wealth Management
Colorado
– -$4.17K -375 Closed
TWD
240
True Wealth Design
Ohio
– -$3.33K -300 Closed
M1FG
241
Mach-1 Financial Group
Arkansas
– -$1.67K -150 Closed
WWP
242
WR Wealth Planners
Missouri
– -$611 -55 Closed
SIS
243
Sound Income Strategies
Florida
– -$556 -50 Closed
BCH
244
Berkshire Capital Holdings
California
– -$111 -10 Closed
Lazard Asset Management
245
Lazard Asset Management
New York
– +$89 +9 +100%