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Name Holding Trade Value Shares
Change
Change in
Stake
HIA
1501
HFM Investment Advisors
New Jersey
$2.01K +$1.08K +5 +125%
CAC
1502
Core Alternative Capital
Georgia
$1.78K – – –
BCM
1503
Boreal Capital Management
Florida
$1.78K +$1.72K +8 New
ACA
1504
American Capital Advisory
Idaho
$1.56K +$215 +1 +17%
QWM
1505
Quaker Wealth Management
New Jersey
$1.56K +$1.51K +7 New
CIA
1506
Cape Investment Advisory
Georgia
$1.11K – – –
WTFG
1507
Wood Tarver Financial Group
Idaho
$1K – – –
DF
1508
DecisionPoint Financial
Arizona
$898 +$861 +4 New
WBC
1509
West Branch Capital
Massachusetts
$892 -$73.2K -340 -99%
WWM
1510
Wolff Wiese Magana
California
$892 -$12.5K -58 -94%
RPA
1511
Redwood Park Advisors
California
$892 – – –
SIS
1512
Sound Income Strategies
Florida
$891 -$30.8K -143 -97%
KWM
1513
Kiker Wealth Management
Georgia
$891 – – –
PGAM
1514
Princeton Global Asset Management
New Jersey
$891 +$861 +4 New
TIM
1515
Total Investment Management
Arizona
$891 +$861 +4 New
GC
1516
GFG Capital
Florida
$669 +$646 +3 New
Loomis, Sayles & Company
1517
Loomis, Sayles & Company
Massachusetts
$2 – – –
WorldQuant Millennium Advisors
1518
WorldQuant Millennium Advisors
New York
– -$29.9M -145,376 Closed
PI
1519
PGGM Investments
Netherlands
– -$27.1M -131,784 Closed
CF
1520
Corebridge Financial
Texas
– -$26.2M -127,689 Closed
MG
1521
Marex Group
– -$20.6M -100,179 Closed
APF
1522
Alaska Permanent Fund
Alaska
– -$15.5M -73,204 Closed
FCI
1523
Financial Counselors Inc
Kansas
– -$14.2M -68,918 Closed
GIM
1524
Generate Investment Management
New Zealand
– -$12M -58,527 Closed
SMH
1525
Sanders Morris Harris
Texas
– -$10.3M -49,442 Closed