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Name Holding Trade Value Shares
Change
Change in
Stake
OIS
2251
Okabena Investment Services
Minnesota
$4.05K +$3.69K +44 +122%
OSNBOA
2252
Old Second National Bank of Aurora
Illinois
$3.86K -$4.19K -50 -49%
FPFS
2253
First Personal Financial Services
North Carolina
$3.34K +$3.77K +45 New
PS
2254
PayPay Securities
Japan
$3.05K -$3.35K -40 -49%
CPA
2255
Cowen Prime Advisors
New York
$3K +$3.86K +46 New
CCMI
2256
Creative Capital Management Investments
California
$2.97K +$3.35K +40 New
DI
2257
Disciplined Investments
Oklahoma
$2.82K -$2.52K -30 -44%
MAWCM
2258
Mine & Arao Wealth Creation & Management
California
$2.39K +$1.01K +12 +60%
LIM
2259
Longfellow Investment Management
Massachusetts
$2.3K
GFWA
2260
Grey Fox Wealth Advisors
Delaware
$2.23K
BHWM
2261
Bay Harbor Wealth Management
Maryland
$2.15K -$79.2K -944 -97%
BAAM
2262
Baker Avenue Asset Management
California
$2.08K -$23.2K -277 -91%
JMF
2263
Johnson Midwest Financial
Iowa
$2.08K
AW
2264
Avion Wealth
Texas
$2K +$1.09K +13 +87%
WA
2265
WestEnd Advisors
North Carolina
$1.19K -$1.34K -16 Closed
CWA
2266
Clearview Wealth Advisors
Oregon
$1.11K
DWA
2267
Delos Wealth Advisors
Texas
$1.11K
TWP
2268
TFO Wealth Partners
Ohio
$966 +$419 +5 +63%
RTL
2269
Red Tortoise LLC
Georgia
$297 -$43K -513 -99%
KIG
2270
Kessler Investment Group
Indiana
$149 +$168 +2 New
Capital Research Global Investors
2271
Capital Research Global Investors
California
-$239M -2,562,112 Closed
FCM
2272
Farallon Capital Management
California
-$64.7M -694,259 Closed
ASC
2273
Atalanta Sosnoff Capital
New York
-$28.5M -305,983 Closed
Twin Tree Management
2274
Twin Tree Management
Texas
-$15.7M -187,740 Closed
HCM
2275
Hilton Capital Management
New York
-$15.7M -164,294 Closed