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Name Holding Trade Value Shares
Change
Change in
Stake
HF
926
Halpern Financial
Virginia
$855 – – –
WT
927
Washington Trust
Rhode Island
$855 – – –
PWMG
928
Prestige Wealth Management Group
New Jersey
$855 +$505 +5 +100%
FWA
929
Freedom Wealth Alliance
Wisconsin
$855 +$1.01K +10 New
PWMA
930
Pension & Wealth Management Advisors
Massachusetts
$855 +$1.01K +10 New
OLVIG
931
Oliver Lagore Vanvalin Investment Group
Michigan
$784 -$2.52K -25 -74%
HWM
932
HighMark Wealth Management
Minnesota
$770 – – –
CWA
933
Clearview Wealth Advisors
Oregon
$599 – – –
KFS
934
Kelly Financial Services
Massachusetts
$599 – – –
SIC
935
SJS Investment Consulting
Ohio
$428 -$10.4K -103 -95%
VCM
936
Versant Capital Management
Arizona
$428 -$303 -3 -38%
PWS
937
Paragon Wealth Strategies
Florida
$428 – – –
PMFA
938
Plante Moran Financial Advisors
Michigan
$428 – – –
RDFA
939
Ritter Daniher Financial Advisory
Ohio
$428 +$505 +5 New
JWM
940
Janiczek Wealth Management
Colorado
$295 – – –
CPFP
941
Clear Perspectives Financial Planning
Ohio
$171 +$202 +2 New
BFA
942
BBJS Financial Advisors
Washington
$86 +$101 +1 New
CWM
943
Compass Wealth Management
Connecticut
$86 +$101 +1 New
Marshall Wace
944
Marshall Wace
United Kingdom
– -$114M -1,130,609 Closed
Lord, Abbett & Co
945
Lord, Abbett & Co
New Jersey
– -$84.4M -803,706 Closed
Coatue Management
946
Coatue Management
New York
– -$55.3M -526,505 Closed
ZIG
947
Zurich Insurance Group
Switzerland
– -$21.3M -203,074 Closed
ARAM
948
Ardmore Road Asset Management
New York
– -$21M -200,000 Closed
HIIFS
949
Harel Insurance Investments & Financial Services
Israel
– -$18.1M -172,000 Closed
Alyeska Investment Group
950
Alyeska Investment Group
Illinois
– -$12.6M -120,000 Closed