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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
626
Cape Investment Advisory
Georgia
$273 +$248 +4 New
QWM
627
Quaker Wealth Management
New Jersey
$273 +$248 +4 New
SWA
628
SOA Wealth Advisors
New York
$205 -$372 -6 -67%
ACM
629
Anfield Capital Management
California
$205 – – –
VWA
630
Valued Wealth Advisors
Utah
$205 – – –
IAS
631
IMA Advisory Services
Colorado
$205 +$186 +3 New
PWA
632
Principia Wealth Advisory
Texas
$136 -$186 -3 -60%
BHWM
633
Bay Harbor Wealth Management
Maryland
$136 +$124 +2 New
PWMG
634
Private Wealth Management Group
New Jersey
$69 -$1.86K -30 -97%
RS
635
Rakuten Securities
Japan
$68 -$124 -2 -67%
MU
636
Mirova US
Massachusetts
– -$160M -2,690,741 Closed
Marshall Wace
637
Marshall Wace
United Kingdom
– -$25.2M -422,970 Closed
TC
638
TwinBeech Capital
New York
– -$24.9M -417,804 Closed
Alyeska Investment Group
639
Alyeska Investment Group
Illinois
– -$9.05M -152,132 Closed
GCM
640
Gibraltar Capital Management
Oklahoma
– -$8.3M -139,415 Closed
Ameriprise
641
Ameriprise
Minnesota
– -$7.24M -119,812 Closed
KCM
642
Kornitzer Capital Management
Kansas
– -$6.74M -113,297 Closed
CF
643
Corebridge Financial
Texas
– -$3.15M -52,901 Closed
PEAK6
644
PEAK6
Illinois
– -$2.95M -47,655 Closed
PP
645
Paloma Partners
Connecticut
– -$2.78M -46,650 Closed
WFG
646
Wormser Freres Gestion
France
– -$2.83M -46,560 Closed
UOC
647
UBS O'Connor
Illinois
– -$2.74M -46,000 Closed
UF
648
Univest Financial
Pennsylvania
– -$2.55M -42,826 Closed
GLF
649
Groupe la Francaise
France
– -$2.52M -40,543 Closed
MCM
650
Moon Capital Management
New York
– -$1.53M -25,739 Closed