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Name Holding Trade Value Shares
Change
Change in
Stake
IPW
801
Impact Partnership Wealth
Georgia
$2.27K +$2.04K +14 New
BWM
802
BerganKDV Wealth Management
Minnesota
$2.1K -$3.65K -25 -66%
SWA
803
SOA Wealth Advisors
New York
$2.1K – – –
MHR
804
Matthew Hamilton Rosenberg
$1.78K – – –
NSIM
805
North Star Investment Management
Illinois
$1.78K – – –
WWM
806
Wolff Wiese Magana
California
$1.62K – – –
ACA
807
Atlas Capital Advisors
Wyoming
$1.62K – – –
MBFW
808
Morton Brown Family Wealth
Pennsylvania
$1.46K +$1.31K +9 New
CAM
809
ClariVest Asset Management
California
$1K – – –
SF
810
Safeguard Financial
Wisconsin
$1K +$1.02K +7 New
TFM
811
TFC Financial Management
Massachusetts
$972 -$32.7K -224 -97%
CWC
812
Carolinas Wealth Consulting
North Carolina
$971 – – –
LIM
813
Longfellow Investment Management
Massachusetts
$971 – – –
GFPC
814
Global Financial Private Client
Florida
$965 – – –
CTA
815
Colonial Trust Advisors
South Carolina
$809 – – –
AAP
816
Arax Advisory Partners
Colorado
$648 +$584 +4 New
FFL
817
Financial Freedom LLC
Ohio
$492 – – –
TWP
818
TFO Wealth Partners
Ohio
$486 – – –
DWA
819
Delos Wealth Advisors
Texas
$324 – – –
Capital Research Global Investors
820
Capital Research Global Investors
California
– -$47.3M -325,759 Closed
CVA
821
Ceredex Value Advisors
Florida
– -$35.2M -241,872 Closed
CLOS
822
Compagnie Lombard Odier SCmA
Switzerland
– -$28.4M -195,421 Closed
ZIG
823
Zurich Insurance Group
Switzerland
– -$23.3M -160,074 Closed
NIG
824
NFJ Investment Group
Texas
– -$20.6M -141,673 Closed
Point72 Asset Management
825
Point72 Asset Management
Connecticut
– -$15.8M -108,375 Closed