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Name Holding Trade Value Shares
Change
Change in
Stake
CPG
401
Cornerstone Planning Group
New Jersey
$2.38K +$2.34K +28 New
GWS
402
Glassman Wealth Services
Virginia
$2.01K – – –
CFFP
403
Center for Financial Planning
Michigan
$1.76K – – –
CA
404
Clearstead Advisors
Ohio
$1.67K -$1.67K -20 -50%
BWM
405
Baystate Wealth Management
Massachusetts
$1.53K – – –
CCMI
406
Creative Capital Management Investments
California
$1.51K – – –
AF
407
Advisornet Financial
Minnesota
$1K -$669 -8 -40%
CWP
408
Concord Wealth Partners
Virginia
$1K – – –
KFI
409
Key Financial Inc
Pennsylvania
$1K – – –
VNA
410
Valley National Advisers
Pennsylvania
$1K – – –
MHR
411
Matthew Hamilton Rosenberg
$837 – – –
SIC
412
SJS Investment Consulting
Ohio
$837 – – –
CFGS
413
Concourse Financial Group Securities
Alabama
$585 +$251 +3 +75%
RG
414
Retirement Group
California
$502 – – –
TWD
415
True Wealth Design
Ohio
$168 – – –
Balyasny Asset Management
416
Balyasny Asset Management
Illinois
– -$21.4M -249,980 Closed
WIM
417
Weitz Investment Management
Nebraska
– -$6.79M -79,500 Closed
WEG
418
World Equity Group
Illinois
– -$1.72M -51,533 Closed
N
419
Natixis
France
– -$2.23M -26,100 Closed
GCM
420
Graham Capital Management
Connecticut
– -$2.05M -23,957 Closed
Amundi
421
Amundi
France
– -$2M -23,740 Closed
AIC
422
Aurora Investment Counsel
Georgia
– -$1.87M -21,866 Closed
JF
423
Jump Financial
Illinois
– -$1.55M -18,135 Closed
CPC
424
Cookson Peirce & Co
Pennsylvania
– -$1.53M -17,883 Closed
I
425
InceptionR
California
– -$1.42M -16,625 Closed