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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
801
SOA Wealth Advisors
New York
$620 – – –
TWD
802
True Wealth Design
Ohio
$606 – – –
M
803
MOTCO
Texas
$404 – – –
BCMLT
804
Beacon Capital Management LLC (Tennessee)
Tennessee
$367 – – –
TWP
805
TFO Wealth Partners
Ohio
$367 +$199 +1 +100%
NC
806
NewSquare Capital
Pennsylvania
$202 – – –
CPG
807
Cornerstone Planning Group
New Jersey
$202 +$199 +1 New
WA
808
WestEnd Advisors
North Carolina
$202 +$199 +1 New
PCTC
809
Perkins Coie Trust Company
Washington
$201 +$199 +1 New
KCM
810
Kensico Capital Management
Connecticut
– -$28.4M -155,000 Closed
TC
811
TwinBeech Capital
New York
– -$18.8M -102,353 Closed
BCM
812
Brasada Capital Management
Texas
– -$5.83M -31,797 Closed
BA
813
Bridgewater Associates
Connecticut
– -$5.34M -29,116 Closed
Holocene Advisors
814
Holocene Advisors
New York
– -$4.61M -25,130 Closed
BC
815
Brookfield Corp
Ontario, Canada
– -$3.14M -17,105 Closed
CCIA
816
Campbell & Co Investment Adviser
Maryland
– -$2.04M -11,119 Closed
CANY
817
Caxton Associates (New York)
New York
– -$1.73M -9,412 Closed
GCMG
818
Gyroscope Capital Management Group
Florida
– -$1.71M -9,340 Closed
CW
819
Connectus Wealth
Ohio
– -$1.71M -9,303 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
820
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.69M -9,192 Closed
Rockefeller Capital Management
821
Rockefeller Capital Management
New York
– -$1.37M -7,440 Closed
OQS
822
Occudo Quantitative Strategies
Florida
– -$1.29M -7,020 Closed
DZ Bank
823
DZ Bank
Germany
– -$1.06M -5,751 Closed
VWA
824
V Wealth Advisors
Kansas
– -$1.03M -5,608 Closed
MC
825
Machina Capital
France
– -$1M -5,467 Closed