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Name Holding Trade Value Shares
Change
Change in
Stake
FNWA
1601
Financial Network Wealth Advisors
Utah
$1.37K – – –
TCM
1602
TD Capital Management
Tennessee
$1.27K – – –
PWM
1603
Proathlete Wealth Management
Florida
$1.26K +$1.26K +12 New
WA
1604
WestEnd Advisors
North Carolina
$1.05K -$525 -5 -33%
OBWP
1605
O'Brien Wealth Partners
Massachusetts
$1.05K +$1.05K +10 New
SWA
1606
SOA Wealth Advisors
New York
$1.03K – – –
BLC
1607
Brown, Lisle/Cummings
Rhode Island
$844 – – –
IAS
1608
IMA Advisory Services
Colorado
$844 +$841 +8 New
QWM
1609
Quaker Wealth Management
New Jersey
$844 +$841 +8 New
EP
1610
Essential Partners
California
$633 +$630 +6 New
DF
1611
DecisionPoint Financial
Arizona
$529 +$525 +5 New
RS
1612
Rakuten Securities
Japan
$422 -$630 -6 -60%
HNW
1613
High Note Wealth
Minnesota
$211 – – –
YDMI
1614
Y.D. More Investments
Israel
$142 -$26K -247 -35%
EWP
1615
Elevation Wealth Partners
California
$17 – – –
Mercer Global Advisors
1616
Mercer Global Advisors
Colorado
– -$32.3M -307,772 Closed
AAMU
1617
AEGON Asset Management (UK)
United Kingdom
– -$22.3M -200,902 Closed
PI
1618
PGGM Investments
Netherlands
– -$21.1M -190,127 Closed
MIM
1619
MetLife Investment Management
New Jersey
– -$14.4M -129,586 Closed
ACM
1620
Aquatic Capital Management
Illinois
– -$14M -126,215 Closed
CF
1621
Corebridge Financial
Texas
– -$13.2M -118,284 Closed
WorldQuant Millennium Advisors
1622
WorldQuant Millennium Advisors
New York
– -$8.11M -72,967 Closed
CLOS
1623
Compagnie Lombard Odier SCmA
Switzerland
– -$3.38M -30,370 Closed
WI
1624
WBI Investments
New Jersey
– -$3.06M -27,484 Closed
ECM
1625
Element Capital Management
New York
– -$2.75M -24,699 Closed