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Name Holding Trade Value Shares
Change
Change in
Stake
UFF
601
USA Financial Formulas
Michigan
$790 -$419 -22 -30%
HGERS
602
Householder Group Estate & Retirement Specialist
Arizona
$760 +$952 +50 New
JWA
603
JFS Wealth Advisors
Pennsylvania
$730 -$3.56K -187 -80%
FFC
604
First Financial Corp
Indiana
$684 – – –
WWM
605
Wolff Wiese Magana
California
$684 +$857 +45 New
OCM
606
Orion Capital Management
California
$517 +$648 +34 New
CCA
607
Column Capital Advisors
Indiana
$395 -$57 -3 -10%
RWM
608
Raffa Wealth Management
District of Columbia
$395 – – –
AWM
609
Avior Wealth Management
Nebraska
$334 – – –
TWD
610
True Wealth Design
Ohio
$289 +$95 +5 +36%
ACA
611
Atlas Capital Advisors
Wyoming
$273 -$9.54K -501 -97%
WA
612
WestEnd Advisors
North Carolina
$258 +$324 +17 New
TWP
613
TFO Wealth Partners
Ohio
$166 – – –
CPG
614
Cornerstone Planning Group
New Jersey
$122 +$152 +8 New
LFG
615
Larson Financial Group
Missouri
$122 +$152 +8 New
M
616
MOTCO
Texas
$76 -$76 -4 -44%
EWP
617
Elevation Wealth Partners
California
$8 – – –
AM
618
AGF Management
Ontario, Canada
– -$177M -8,552,523 Closed
CM
619
Corvex Management
New York
– -$49.6M -2,394,584 Closed
CET
620
Clean Energy Transition
United Kingdom
– -$34M -1,639,485 Closed
Canada Pension Plan Investment Board
621
Canada Pension Plan Investment Board
Ontario, Canada
– -$25.1M -1,210,507 Closed
Jennison Associates
622
Jennison Associates
New York
– -$15.5M -749,618 Closed
TIM
623
Thornburg Investment Management
New Mexico
– -$13.5M -649,881 Closed
LP
624
LMR Partners
United Kingdom
– -$8.25M -398,177 Closed
BCA
625
Bernzott Capital Advisors
California
– -$6.76M -326,112 Closed