Stock Transactions — CHICAGO ATLANTIC REAL ESTATE

Total Bought
602,973
50 transactions
Total Sold
291,584
36 transactions
Net
+311,389
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
Clayton Partners LLC0137,963+137,9630.001.34+1.34buy
OSAIC HOLDINGS, INC.9,90383,616+73,7130.000.00+0.00buy
Fielder Capital Group LLC771,503809,425+37,9222.872.36-0.51buy
Quadrature Capital Ltd030,593+30,5930.000.00+0.00buy
MILLENNIUM MANAGEMENT LLC157,946184,697+26,7510.000.00-0.00buy
JPMORGAN CHASE & CO21,45147,909+26,4580.000.00+0.00buy
Connor, Clark & Lunn Investment Management Ltd.97,050121,946+24,8960.000.00+0.00buy
STATE STREET CORP507,907532,528+24,6210.000.00-0.00buy
United Advisor Group, LLC024,550+24,5500.000.04+0.04buy
DOLIVER ADVISORS, LP80,588103,758+23,1700.310.34+0.04buy
VANGUARD GROUP INC921,770940,997+19,2270.000.00-0.00buy
AQR CAPITAL MANAGEMENT LLC19,59138,627+19,0360.000.00+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/22,23140,321+18,0900.000.00+0.00buy
Tidal Investments LLC32,73745,085+12,3480.000.00-0.00buy
Qube Research & Technologies Ltd27,05238,506+11,4540.000.00+0.00buy
MML INVESTORS SERVICES, LLC011,438+11,4380.000.00+0.00buy
ENVESTNET ASSET MANAGEMENT INC010,650+10,6500.000.00+0.00buy
VAN ECK ASSOCIATES CORP189,386198,812+9,4260.000.00-0.00buy
HighTower Advisors, LLC84,98193,688+8,7070.000.00-0.00buy
Quantinno Capital Management LP10,56018,189+7,6290.000.00-0.00buy
Invesco Ltd.20,37626,133+5,7570.000.00+0.00buy
State of Wyoming3,9548,631+4,6770.010.01+0.01buy
FMR LLC1,8096,274+4,4650.000.00+0.00buy
NORTHERN TRUST CORP138,100141,958+3,8580.000.00-0.00buy
ACADIAN ASSET MANAGEMENT LLC03,027+3,0270.000.00+0.00buy
Russell Investments Group, Ltd.3,5526,543+2,9910.000.00+0.00buy
WELLS FARGO & COMPANY/MN11,13613,919+2,7830.000.00+0.00buy
Penserra Capital Management LLC70,74273,211+2,4690.010.01-0.00buy
GEODE CAPITAL MANAGEMENT, LLC18,36720,833+2,4660.000.00-0.00buy
SIMPLEX TRADING, LLC01,651+1,6510.000.00+0.00buy
ALLIANCEBERNSTEIN L.P.19,91021,410+1,5000.000.00-0.00buy
Arax Advisory Partners01,313+1,3130.000.00+0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM01,081+1,0810.000.00+0.00buy
CWM, LLC1,2052,160+9550.000.00+0.00buy
COMMONWEALTH EQUITY SERVICES, LLC48,07048,998+9280.000.00-0.00buy
Sunbelt Securities, Inc.0879+8790.000.00+0.00buy
Sterling Capital Management LLC4661,252+7860.000.00+0.00buy
Triumph Capital Management0750+7500.000.00+0.00buy
AlTi Global, Inc.15,56816,122+5540.010.01-0.00buy
Bank of New York Mellon Corp47,73448,201+4670.000.00-0.00buy
Atlantic Union Bankshares Corp0352+3520.000.00+0.00buy
CITIGROUP INC12,07612,325+2490.000.00-0.00buy
Versant Capital Management, Inc0129+1290.000.00+0.00buy
Smartleaf Asset Management LLC071+710.000.00+0.00buy
Magnus Financial Group LLC34,74434,814+700.040.04-0.01buy
HB Wealth Management, LLC12,43712,498+610.000.00-0.00buy
Covestor Ltd67103+360.000.00-0.00buy
True Wealth Design, LLC1316+30.000.00-0.00buy
ROTHSCHILD INVESTMENT LLC02+20.000.00+0.00buy
Clearstead Advisors, LLC01+10.000.00+0.00buy
EVERETT HARRIS & CO /CA/18,50018,50000.000.00-0.00hold
HARBOR CAPITAL ADVISORS, INC.21521500.000.00+0.00hold
MAI Capital Management1,5001,50000.000.00-0.00hold
Ameritas Investment Partners, Inc.1,3521,35200.000.00-0.00hold
INTREPID CAPITAL MANAGEMENT INC214,827214,82701.221.08-0.14hold
DUMONT & BLAKE INVESTMENT ADVISORS LLC11,21711,21700.040.03-0.01hold
MetLife Investment Management, LLC9,9609,96000.000.00-0.00hold
Westside Investment Management, Inc.50050000.000.00-0.00hold
Geneos Wealth Management Inc.2,3302,33000.000.00-0.00hold
Sage Mountain Advisors LLC163,808163,80800.150.12-0.03hold
Nuveen, LLC22,67522,67500.000.00-0.00hold
AlphaQuest LLC30130100.000.00-0.00hold
Federation des caisses Desjardins du Quebec50050000.000.00-0.00hold
Police & Firemen's Retirement System of New Jersey4,3464,34600.000.00-0.00hold
Legal & General Group Plc1,6381,63800.000.00-0.00hold
NEW YORK STATE COMMON RETIREMENT FUND6,0386,03800.000.00-0.00hold
STRS OHIO3,2003,20000.000.00-0.00hold
AMALGAMATED BANK55955900.000.00-0.00hold
MARTINGALE ASSET MANAGEMENT L P20,22220,22200.010.01-0.00hold
DEUTSCHE BANK AG\9,5579,55700.000.00-0.00hold
IFP Advisors, Inc230227-30.000.00-0.00sell
Allworth Financial LP2418-60.000.00-0.00sell
ASSETMARK, INC90-90.000.00-0.00sell
GAMMA Investing LLC149137-120.000.00-0.00sell
JONES FINANCIAL COMPANIES LLLP1390-1390.000.00-0.00sell
GeoWealth Management, LLC1640-1640.000.00-0.00sell
Mariner, LLC20,65220,483-1690.000.00-0.00sell
HUNTINGTON NATIONAL BANK2300-2300.000.00-0.00sell
Farther Finance Advisors, LLC3870-3870.000.00-0.00sell
Tower Research Capital LLC (TRC)1,9781,399-5790.000.00-0.00sell
PBMares Wealth Management LLC30,81030,160-6500.080.06-0.02sell
MANUFACTURERS LIFE INSURANCE COMPANY, THE23,27522,614-6610.000.00-0.00sell
Parallel Advisors, LLC8400-8400.000.00-0.00sell
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.9,4978,135-1,3620.000.00-0.00sell
CHARLES SCHWAB INVESTMENT MANAGEMENT INC56,40554,970-1,4350.000.00-0.00sell
RHUMBLINE ADVISERS26,51324,697-1,8160.000.00-0.00sell
EverSource Wealth Advisors, LLC6,7224,533-2,1890.000.00-0.00sell
RENAISSANCE TECHNOLOGIES LLC98,20095,000-3,2000.000.00-0.00sell
BNP PARIBAS FINANCIAL MARKETS8,1114,846-3,2650.000.00-0.00sell
BARCLAYS PLC28,86325,570-3,2930.000.00-0.00sell
Transce3nd, LLC3,3330-3,3330.020.00-0.02sell
Larson Financial Group LLC3,601227-3,3740.000.00-0.00sell
NISA INVESTMENT ADVISORS, LLC7,4063,310-4,0960.000.00-0.00sell
PERRITT CAPITAL MANAGEMENT INC32,15126,498-5,6530.230.16-0.07sell
Ascent Group, LLC10,1160-10,1160.010.00-0.01sell
Gladstone Institutional Advisory LLC32,43521,435-11,0000.020.01-0.01sell
STATE OF WISCONSIN INVESTMENT BOARD13,1000-13,1000.000.00-0.00sell
Corient Private Wealth LLC235,403222,133-13,2700.000.00+0.00sell
BlackRock, Inc.1,430,1151,416,641-13,4740.000.00-0.00sell
Ariadne Wealth Management, LP13,7430-13,7430.090.00-0.09sell
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