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Aramark

Name Holding Trade Value Shares
Change
Change in
Stake
DF
526
Downshift Financial
Colorado
$1.02K +$888 +18 New
S
527
Sachetta
Massachusetts
$968 +$839 +17 New
CPG
528
Cornerstone Planning Group
New Jersey
$911 -$49 -1 -6%
DF
529
Dunhill Financial
United Kingdom
$841 – – –
PWMG
530
Prestige Wealth Management Group
New Jersey
$797 +$444 +9 +180%
DF
531
DecisionPoint Financial
Arizona
$730 +$345 +7 +117%
SWM
532
Spire Wealth Management
Virginia
$626 -$247 -5 -31%
PWA
533
Principia Wealth Advisory
Texas
$569 +$148 +3 +43%
QWM
534
Quaker Wealth Management
New Jersey
$342 – – –
ACA
535
American Capital Advisory
Idaho
$342 +$197 +4 +200%
M
536
MOTCO
Texas
$341 +$296 +6 New
PS
537
Planning Strategies
Pennsylvania
$341 +$296 +6 New
CFD
538
Creative Financial Designs
Indiana
$285 – – –
SC
539
SouthState Corp
Florida
$285 – – –
AF
540
Advisornet Financial
Minnesota
$285 +$99 +2 +67%
SA
541
Seneschal Advisors
Washington
$228 – – –
MCA
542
Maryland Capital Advisors
Maryland
$171 +$148 +3 New
GIA
543
GHP Investment Advisors
Colorado
$114 – – –
HNW
544
High Note Wealth
Minnesota
$57 – – –
MCM
545
MV Capital Management
Maryland
$57 – – –
MWA
546
Medallion Wealth Advisors
Connecticut
$57 +$49 +1 New
ICP
547
Ilex Capital Partners
United Kingdom
– -$125M -3,079,043 Closed
Nordea Investment Management
548
Nordea Investment Management
Sweden
– -$11.4M -285,044 Closed
SCM
549
Stanley Capital Management
Texas
– -$9.51M -234,600 Closed
Boston Partners
550
Boston Partners
Massachusetts
– -$7.47M -184,157 Closed