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Compass Pathways

Name Holding Trade Value Shares
Change
Change in
Stake
SMBT
201
Southern Michigan Bank & Trust
Michigan
$2.77K – – –
TCM
202
Triumph Capital Management
Colorado
$1.61K +$112 +11 +11%
NECFA
203
New England Capital Financial Advisors
Connecticut
$1.47K -$1.99K -196 -65%
BW
204
Basepoint Wealth
Iowa
$1.42K – – –
CTC
205
Central Trust Company
Missouri
$1.42K – – –
NS
206
NBC Securities
Alabama
$1.42K +$1.01K +100 New
SIC
207
SJS Investment Consulting
Ohio
$1.34K – – –
MNA
208
Manning & Napier Advisors
New York
$1.3K +$873 +86 New
RWS
209
Retirement Wealth Solutions
Wisconsin
$1.26K +$903 +89 New
SEP
210
Signature Equity Partners
Ohio
$1.07K +$771 +76 New
TIM
211
Thompson Investment Management
Wisconsin
$1.06K +$761 +75 New
IAS
212
IMA Advisory Services
Colorado
$821 +$589 +58 New
TFM
213
TFC Financial Management
Massachusetts
$736 – – –
WPWM
214
Western Pacific Wealth Management
Illinois
$708 – – –
FCAS
215
First Command Advisory Services
Texas
$481 +$345 +34 New
HI
216
Harbour Investments
Wisconsin
$447 -$142 -14 -30%
CFM
217
Compass Financial Management
Florida
$382 +$274 +27 New
EIP
218
Essential Investment Partners
Colorado
$354 – – –
AF
219
Allworth Financial
California
$354 +$254 +25 New
Optiver Holding
220
Optiver Holding
Netherlands
$354 +$254 +25 New
BIAS
221
Beacon Investment Advisory Services
New Jersey
$283 +$203 +20 New
US Bancorp
222
US Bancorp
Minnesota
$240 +$173 +17 New
SAM
223
Smartleaf Asset Management
Massachusetts
$229 – – –
S
224
SignatureFD
Georgia
$14 – – –
GC
225
GMT Capital
Georgia
– -$17M -3,078,536 Closed