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Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
2601
Mowery & Schoenfeld Wealth Management
Illinois
$1.3K
RPA
2602
Redwood Park Advisors
California
$1.3K +$1.33K +6 New
CI
2603
Cordant Inc
Oregon
$1.28K +$1.33K +6 New
T
2604
Tidemark
California
$1.08K -$667 -3 -38%
TM
2605
Torren Management
California
$1.08K
CWM
2606
Copia Wealth Management
Oregon
$1.08K +$1.11K +5 New
NWMP
2607
Noble Wealth Management PBC
Colorado
$1.08K +$1.11K +5 New
CIAS
2608
CBIZ Investment Advisory Services
Ohio
$995
BWM
2609
Benson Wealth Management
Tennessee
$866
BH
2610
Burk Holdings
Oklahoma
$866
RWS
2611
Retirement Wealth Solutions
Wisconsin
$866 +$890 +4 New
BFS
2612
Beacon Financial Strategies
North Carolina
$650
CF
2613
Conquis Financial
California
$649
MCA
2614
Midwest Capital Advisors
Michigan
$649 +$667 +3 New
3FI
2615
3 Factor Indexing
California
$433
CJ
2616
Caitlin John
Michigan
$433
HFG
2617
Harborfront Financial Group
Michigan
$433 +$445 +2 New
MCA
2618
Maryland Capital Advisors
Maryland
$217 +$222 +1 New
Balyasny Asset Management
2619
Balyasny Asset Management
Illinois
-$160M -719,773 Closed
CAU
2620
Caxton Associates (UK)
-$122M -611,500 Closed
JAM
2621
Jupiter Asset Management
United Kingdom
-$65.4M -328,806 Closed
KSCM
2622
King Street Capital Management
New York
-$51.4M -258,355 Closed
NLGIA
2623
Nippon Life Global Investors Americas
New York
-$36.9M -185,300 Closed
MC
2624
Maplelane Capital
New York
-$23.9M -120,000 Closed
CM
2625
Cercano Management
Washington
-$21.5M -107,941 Closed