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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