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Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
576
CAPTRUST Financial Advisors
North Carolina
– -$215K -2,786 Closed
EF
577
Empowered Funds
Pennsylvania
– -$209K -2,716 Closed
UM
578
UniSuper Management
Australia
– -$208K -2,700 Closed
GIA
579
Gladstone Institutional Advisory
Florida
– -$207K -2,681 Closed
AWM
580
Axxcess Wealth Management
California
– -$206K -2,672 Closed
PI
581
PFG Investments
New York
– -$201K -2,607 Closed
FCH
582
Freestone Capital Holdings
Washington
– -$188K -2,443 Closed
PS
583
Principal Securities
Iowa
– -$101K -1,314 Closed
ASN
584
Advisory Services Network
Georgia
– -$99.2K -1,288 Closed
MG
585
Mather Group
Illinois
– -$90.6K -1,176 Closed
CI Investments Inc
586
CI Investments Inc
Ontario, Canada
– -$38K -493 Closed
PPA
587
Pilgrim Partners Asia
Singapore
– -$28.5K -370 Closed
OP
588
ORG Partners
Indiana
– -$9.24K -120 Closed
CIAM
589
Caitong International Asset Management
Hong Kong
– -$5.7K -74 Closed
JWM
590
JPL Wealth Management
Colorado
– -$5.01K -65 Closed
AAS
591
Ameritas Advisory Services
Nebraska
– -$4.55K -59 Closed
DWM
592
Dogwood Wealth Management
Kansas
– -$3.85K -50 Closed
CCM
593
Cloud Capital Management
Washington
– -$3K -43 Closed
AF
594
Advisornet Financial
Minnesota
– -$2.31K -30 Closed
TFGT
595
TS Financial Group (TSFG)
Illinois
– -$2K -29 Closed
GWSG
596
GPS Wealth Strategies Group
Colorado
– -$1.39K -18 Closed
SC
597
SouthState Corp
Florida
– -$1.16K -15 Closed
AW
598
Avion Wealth
Texas
– -$579 -8 -47%
TIM
599
Tortoise Investment Management
New York
– -$385 -5 Closed
RA
600
Rise Advisors
New York
– -$308 -4 Closed