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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
301
JFS Wealth Advisors
Pennsylvania
$674 +$19 +1 +3%
BGAI
302
Bruce G. Allen Investments
Colorado
$556
CFO
303
CVA Family Office
Colorado
$472
FDCDDQ
304
Federation des caisses Desjardins du Quebec
Quebec, Canada
$421 +$477 +25 New
LFG
305
Larson Financial Group
Missouri
$370 +$76 +4 +22%
MFG
306
Mendota Financial Group
Wisconsin
$219 +$248 +13 New
AWM
307
Abound Wealth Management
Tennessee
$169 -$133 -7 -41%
SIC
308
SJS Investment Consulting
Ohio
$135 -$38 -2 -20%
MCM
309
MV Capital Management
Maryland
$135
DPW
310
DiNuzzo Private Wealth
Pennsylvania
$102
RS
311
Rakuten Securities
Japan
$84
GRP
312
Global Retirement Partners
California
$67 +$76 +4 New
CA
313
Claris Advisors
Missouri
$51 +$57 +3 New
BIG
314
Brooklyn Investment Group
New York
$17 +$19 +1 New
Capital World Investors
315
Capital World Investors
California
-$67.9M -3,487,143 Closed
CAM
316
Congress Asset Management
Massachusetts
-$61.5M -3,160,425 Closed
JCAM
317
Jericho Capital Asset Management
New York
-$59.5M -3,056,000 Closed
Capital International Investors
318
Capital International Investors
California
-$36.4M -1,871,385 Closed
EAM
319
Eventide Asset Management
Massachusetts
-$25.5M -1,309,820 Closed
DC
320
Davenport & Co
Virginia
-$21.3M -1,095,830 Closed
ERSOT
321
Employees Retirement System of Texas
Texas
-$17.8M -914,000 Closed
Point72 Asset Management
322
Point72 Asset Management
Connecticut
-$16.6M -871,490 Closed
CWM
323
Congress Wealth Management
Massachusetts
-$7.49M -384,611 Closed
AI
324
Aperture Investors
New York
-$6.82M -350,381 Closed
PC
325
Pier Capital
Connecticut
-$6.04M -310,098 Closed