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Maplebear

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
476
MV Capital Management
Maryland
$663 +$544 +13 +1,300%
AWM
477
Activest Wealth Management
Florida
$663 +$585 +14 New
MAM
478
Marquette Asset Management
Minnesota
$616
RF
479
Rossby Financial
Florida
$616 +$418 +10 +333%
RS
480
Rakuten Securities
Japan
$568 -$2.01K -48 -80%
LI
481
LRI Investments
Florida
$426 +$376 +9 New
PWMG
482
Prestige Wealth Management Group
New Jersey
$379 +$209 +5 +167%
TFA
483
Transamerica Financial Advisors
Florida
$378 +$335 +8 New
KG
484
Kilter Group
New York
$285
PS
485
Planning Strategies
Pennsylvania
$284 +$251 +6 New
SHIM
486
Stone House Investment Management
Pennsylvania
$284 +$251 +6 New
DF
487
DecisionPoint Financial
Arizona
$225 +$209 +5 New
PWA
488
Principia Wealth Advisory
Texas
$189
CPG
489
Cornerstone Planning Group
New Jersey
$179 +$167 +4 New
DF
490
Dunhill Financial
United Kingdom
$164
JWM
491
JPL Wealth Management
Colorado
$143
ACA
492
American Capital Advisory
Idaho
$143 +$84 +2 +200%
PTC
493
Private Trust Company
Ohio
$142
HFS
494
Hughes Financial Services
Virginia
$95
MCA
495
Maryland Capital Advisors
Maryland
$95 +$84 +2 New
3FI
496
3 Factor Indexing
California
$48
QWM
497
Quaker Wealth Management
New Jersey
$48
TFM
498
TFC Financial Management
Massachusetts
$48
IC
499
Impactive Capital
New York
-$58.9M -1,573,012 Closed
Squarepoint
500
Squarepoint
New York
-$21.2M -564,683 Closed