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Name Holding Trade Value Shares
Change
Change in
Stake
FFO
201
Fortitude Family Office
Arizona
$925 +$896 +50 New
OP
202
ORG Partners
Indiana
$703
BIG
203
Brooklyn Investment Group
New York
$648 +$627 +35 New
RTC
204
Riverview Trust Company
Washington
$611 +$591 +33 New
RWM
205
Raffa Wealth Management
District of Columbia
$537
BWL
206
Bogart Wealth LLC
Virginia
$537 +$520 +29 New
MPWT
207
MassMutual Private Wealth & Trust
Connecticut
$389 +$143 +8 +62%
CWP
208
Concord Wealth Partners
Virginia
$370
SIS
209
Sound Income Strategies
Florida
$296
IA
210
IFP Advisors
Florida
$259 +$251 +14 New
WT
211
Whittier Trust
California
$129
WCM
212
WealthTrak Capital Management
Virginia
$93 +$90 +5 New
FDCDDQ
213
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56
JWA
214
JFS Wealth Advisors
Pennsylvania
$19 -$36 -2 -67%
DPW
215
DiNuzzo Private Wealth
Pennsylvania
$19
TFM
216
TFC Financial Management
Massachusetts
$19
AWM
217
Avior Wealth Management
Nebraska
$18
BA
218
Bellwether Advisors
Nebraska
$18 +$18 +1 New
CAM
219
Creekmur Asset Management
Illinois
$12
ECA
220
Encompass Capital Advisors
New York
-$15M -800,000 Closed
CM
221
Crestline Management
Texas
-$10.3M -551,521 Closed
FMI
222
F/M Investments
District of Columbia
-$3.27M -174,652 Closed
Balyasny Asset Management
223
Balyasny Asset Management
Illinois
-$3.17M -169,154 Closed
ECM
224
ExodusPoint Capital Management
New York
-$2.37M -126,594 Closed
JF
225
Jump Financial
Illinois
-$1.98M -105,849 Closed