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Name Holding Trade Value Shares
Change
Change in
Stake
KFI
651
Key Financial Inc
Pennsylvania
$311 – – –
SN
652
Sittner & Nelson
Oregon
$311 – – –
BMC
653
Bear Mountain Capital
Washington
$247 – – –
PWMG
654
Prestige Wealth Management Group
New Jersey
$223 +$141 +3 +150%
M
655
MOTCO
Texas
$222 +$234 +5 New
SC
656
SouthState Corp
Florida
$178 -$1.55K -33 -89%
CJ
657
Caitlin John
Michigan
$178 – – –
CCWM
658
Cassaday & Co Wealth Management
Virginia
$134 – – –
HIA
659
HFM Investment Advisors
New Jersey
$134 +$141 +3 New
LI
660
LRI Investments
Florida
$133 -$11K -235 -99%
EP
661
Evelyn Partners
$133 +$141 +3 New
CI
662
Cordant Inc
Oregon
$118 +$141 +3 New
DPW
663
DiNuzzo Private Wealth
Pennsylvania
$89 -$47 -1 -33%
3FI
664
3 Factor Indexing
California
$89 – – –
BHWM
665
Bay Harbor Wealth Management
Maryland
$89 – – –
DF
666
DecisionPoint Financial
Arizona
$47 -$187 -4 -80%
JWA
667
JFS Wealth Advisors
Pennsylvania
$45 -$141 -3 -75%
DFA
668
DHJJ Financial Advisors
Illinois
$45 – – –
MCA
669
Maryland Capital Advisors
Maryland
$45 +$47 +1 New
OWP
670
ORG Wealth Partners
Texas
$44 -$469 -10 -91%
GBT
671
Grove Bank & Trust
Florida
$44 – – –
NB
672
NBT Bank
New York
$44 – – –
JCAM
673
Jericho Capital Asset Management
New York
– -$142M -3,000,000 Closed
Point72 Asset Management
674
Point72 Asset Management
Connecticut
– -$105M -2,239,522 Closed
Tudor Investment Corp
675
Tudor Investment Corp
Connecticut
– -$55.2M -1,177,425 Closed