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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1201
Curi Wealth Management
North Carolina
– -$362K -2,823 Closed
OQS
1202
Occudo Quantitative Strategies
Florida
– -$333K -2,602 Closed
Capstone Investment Advisors
1203
Capstone Investment Advisors
New York
– -$317K -2,467 Closed
FRM
1204
Fox Run Management
Connecticut
– -$306K -2,388 Closed
ACM
1205
Acrisure Capital Management
Texas
– -$284K -2,217 Closed
IFU
1206
iSAM Funds (UK)
United Kingdom
– -$274K -2,140 Closed
LOAMS
1207
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$271K -2,113 Closed
AC
1208
AXQ Capital
New Jersey
– -$270K -2,110 Closed
Park National Corp
1209
Park National Corp
Ohio
– -$268K -2,092 Closed
Wealthspire Advisors (New York)
1210
Wealthspire Advisors (New York)
New York
– -$267K -2,085 Closed
GCP
1211
GSA Capital Partners
United Kingdom
– -$264K -2,061 Closed
SPP
1212
Single Point Partners
Massachusetts
– -$254K -1,981 Closed
PEAK6 Investments
1213
PEAK6 Investments
Illinois
– -$250K -1,946 Closed
AIA
1214
Armor Investment Advisors
North Carolina
– -$219K -1,710 Closed
FFG
1215
Frisch Financial Group
New York
– -$212K -1,657 Closed
ACM
1216
Alta Capital Management
Utah
– -$211K -1,648 Closed
PFM
1217
Patton Fund Management
Texas
– -$205K -1,603 Closed
Capula Management
1218
Capula Management
Cayman Islands
– -$205K -1,600 Closed
EP
1219
Edgestream Partners
New Jersey
– -$204K -1,589 Closed
FBB
1220
Fulton Breakefield Broenniman
Maryland
– -$201K -1,569 Closed
CIM
1221
Chiron Investment Management
New York
– -$173K -1,353 Closed
MWM
1222
MinichMacGregor Wealth Management
New York
– -$160K -1,252 Closed
MS
1223
Marshall & Sullivan
Washington
– -$102K -800 Closed
HNWAG
1224
High Net Worth Advisory Group
Florida
– -$79.5K -621 Closed
RFA
1225
Resurgent Financial Advisors
Georgia
– -$69.3K -541 Closed