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Name Holding Trade Value Shares
Change
Change in
Stake
LIS
801
Legacy Investment Solutions
Idaho
$543 +$479 +6 New
LWMI
802
Legacy Wealth Management (Idaho)
Idaho
$543 +$479 +6 New
BMC
803
Bear Mountain Capital
Washington
$453 – – –
DPW
804
DiNuzzo Private Wealth
Pennsylvania
$450 +$319 +4 +400%
RF
805
Roxbury Financial
New Jersey
$398 +$399 +5 New
WW
806
Winnow Wealth
Texas
$362 +$399 +5 New
CJ
807
Caitlin John
Michigan
$360 -$1.2K -15 -79%
MCM
808
Manchester Capital Management
Vermont
$360 – – –
CA
809
Crewe Advisors
Utah
$360 +$319 +4 New
DRP
810
Decker Retirement Planning
Utah
$270 +$240 +3 New
EPIM
811
Evelyn Partners Investment Management
$270 +$240 +3 New
GFPC
812
Global Financial Private Client
Florida
$180 +$160 +2 New
AWM
813
Activest Wealth Management
Florida
$90 -$21.4K -268 -100%
CAC
814
Core Alternative Capital
Georgia
$90 – – –
DFA
815
DHJJ Financial Advisors
Illinois
$90 – – –
NB
816
NBT Bank
New York
$90 – – –
PA
817
Pineridge Advisors
Missouri
$90 – – –
PWM
818
Parkworth Wealth Management
California
$90 +$80 +1 New
OWP
819
ORG Wealth Partners
Texas
$89 – – –
Capital International Investors
820
Capital International Investors
California
– -$44.6M -718,524 Closed
Canada Pension Plan Investment Board
821
Canada Pension Plan Investment Board
Ontario, Canada
– -$42.7M -688,163 Closed
Marshall Wace
822
Marshall Wace
United Kingdom
– -$34.6M -557,163 Closed
Jacobs Levy Equity Management
823
Jacobs Levy Equity Management
New Jersey
– -$26.3M -423,612 Closed
AC
824
Armistice Capital
New York
– -$25M -402,894 Closed
ACM
825
Aquatic Capital Management
Illinois
– -$18.5M -298,300 Closed