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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
551
Delta Asset Management
Tennessee
$4K – – –
EWA
552
Evolution Wealth Advisors
Florida
$4K – – –
WEC
553
Winslow Evans & Crocker
Massachusetts
$4K – – –
LGWM
554
Litman Gregory Wealth Management
California
$3K -$2.61K -34 -50%
GWS
555
Glassman Wealth Services
Virginia
$3K -$230 -3 -8%
AIM
556
Advantage Investment Management
Iowa
$3K – – –
PWP
557
Personal Wealth Partners
Minnesota
$3K +$2.53K +33 New
LC
558
Lindbrook Capital
California
$2K -$2.61K -34 -64%
LWM
559
Liberty Wealth Management
California
$2K -$307 -4 -12%
GRP
560
Global Retirement Partners
California
$2K +$2K +26 New
PMFA
561
Plante Moran Financial Advisors
Michigan
$2K +$2.3K +30 New
RWM
562
Raffa Wealth Management
District of Columbia
$1.44K +$1.38K +18 New
UFF
563
USA Financial Formulas
Michigan
$1K -$2.03M -26,388 -100%
SCA
564
Stonebridge Capital Advisors
Minnesota
$1K -$1.46K -19 -51%
FPFS
565
First Personal Financial Services
North Carolina
$1K – – –
TF
566
TimeScale Financial
Massachusetts
$1K – – –
BC
567
Barnett & Company
Tennessee
$1K +$844 +11 New
BC
568
Brookfield Corp
Ontario, Canada
– -$49.8M -663,185 Closed
Baillie Gifford & Co
569
Baillie Gifford & Co
United Kingdom
– -$26.8M -356,428 Closed
BCM
570
Bridgeway Capital Management
Texas
– -$26.4M -351,150 Closed
BGIM
571
Brandywine Global Investment Management
Pennsylvania
– -$15.6M -207,303 Closed
WCM
572
Wedge Capital Management
North Carolina
– -$12.4M -165,455 Closed
WMSA
573
Weiss Multi-Strategy Advisers
New York
– -$10.7M -143,000 Closed
FQ
574
First Quadrant
California
– -$6.42M -85,540 Closed
Adage Capital Partners
575
Adage Capital Partners
Massachusetts
– -$6M -79,900 Closed