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Name Holding Trade Value Shares
Change
Change in
Stake
SO
301
Sierra Ocean
California
$1.87K – – –
SC
302
Stephens Consulting
Michigan
$1.85K +$1.97K +275 New
VWM
303
Vermillion Wealth Management
Minnesota
$1.75K +$1.86K +260 New
MassMutual Private Wealth & Trust
304
MassMutual Private Wealth & Trust
Connecticut
$1.64K +$1.75K +244 New
Hughes Financial Services
305
Hughes Financial Services
Virginia
$1.62K +$1.72K +241 New
Huntington National Bank
306
Huntington National Bank
Ohio
$1.43K +$1.52K +213 New
Toth Financial Advisory
307
Toth Financial Advisory
Virginia
$1.34K – – –
Bogart Wealth LLC
308
Bogart Wealth LLC
Virginia
$1.14K +$1.22K +170 New
SJS Investment Consulting
309
SJS Investment Consulting
Ohio
$1.06K – – –
SouthState Corp
310
SouthState Corp
Florida
$1.03K +$1.1K +153 New
Moisand Fitzgerald Tamayo
311
Moisand Fitzgerald Tamayo
Florida
$1.01K +$1.07K +150 New
Physician Wealth Advisors
312
Physician Wealth Advisors
Utah
$929 +$988 +138 New
SC
313
Swan Capital
Florida
$673 – – –
WCM
314
WealthTrak Capital Management
Virginia
$673 +$358 +50 +100%
IRC
315
Investors Research Corp
Georgia
$673 +$716 +100 New
DiNuzzo Private Wealth
316
DiNuzzo Private Wealth
Pennsylvania
$633 – – –
TD Capital Management
317
TD Capital Management
Tennessee
$531 +$565 +79 New
CVA Family Office
318
CVA Family Office
Colorado
$457 +$487 +68 New
TD Private Client Wealth
319
TD Private Client Wealth
New York
$430 +$458 +64 New
Wilmington Savings Fund Society
320
Wilmington Savings Fund Society
Delaware
$343 – – –
Quadrant Capital Group
321
Quadrant Capital Group
Ohio
$236 +$250 +35 New
Creative Financial Designs
322
Creative Financial Designs
Indiana
$229 +$243 +34 New
PWM
323
Parkworth Wealth Management
California
$114 – – –
ACA
324
Arena Capital Advisors
California
$47 – – –
Renaissance Technologies
325
Renaissance Technologies
New York
– -$8.88M -1,409,477 Closed