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Name Holding Trade Value Shares
Change
Change in
Stake
AIC
351
Archer Investment Corporation
Indiana
$961 – – –
Hexagon Capital Partners
352
Hexagon Capital Partners
Arkansas
$961 – – –
FSWA
353
Financial Synergies Wealth Advisors
Texas
$888 +$915 +12 New
Versant Capital Management
354
Versant Capital Management
Arizona
$444 +$457 +6 New
TWD
355
True Wealth Design
Ohio
$370 -$152 -2 -29%
TFO Wealth Partners
356
TFO Wealth Partners
Ohio
$222 – – –
Impact Partnership Wealth
357
Impact Partnership Wealth
Georgia
$74 +$76 +1 New
BWLSA
358
Blue Water Life Science Advisors
California
– -$11.4M -145,100 Closed
L2 Asset Management
359
L2 Asset Management
Massachusetts
– -$3.05M -38,692 Closed
JP Morgan Private Wealth Advisors
360
JP Morgan Private Wealth Advisors
California
– -$1.6M -20,298 Closed
Winton Group
361
Winton Group
United Kingdom
– -$1.26M -16,027 Closed
Renaissance Technologies
362
Renaissance Technologies
New York
– -$1.25M -15,910 Closed
Summit Global Investments
363
Summit Global Investments
Utah
– -$1.22M -15,498 Closed
Dark Forest Capital Management
364
Dark Forest Capital Management
Puerto Rico
– -$732K -9,288 Closed
Rockefeller Capital Management
365
Rockefeller Capital Management
New York
– -$686K -8,714 Closed
Inspire Investing
366
Inspire Investing
Idaho
– -$604K -7,667 Closed
SteelPeak Wealth
367
SteelPeak Wealth
California
– -$555K -7,039 Closed
Adage Capital Partners
368
Adage Capital Partners
Massachusetts
– -$416K -5,281 Closed
MAP
369
Moody Aldrich Partners
Massachusetts
– -$320K -4,057 Closed
Private Capital Advisors
370
Private Capital Advisors
Connecticut
– -$259K -3,287 Closed
VFA
371
Values First Advisors
Tennessee
– -$236K -2,989 Closed
INTECH Investment Management
372
INTECH Investment Management
Florida
– -$234K -2,963 Closed
FIM
373
Freedom Investment Management
Connecticut
– -$229K -2,907 Closed
BlueCrest Capital Management
374
BlueCrest Capital Management
Jersey
– -$229K -2,900 Closed
OWM
375
OneAscent Wealth Management
Alabama
– -$214K -2,714 Closed