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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
576
Raffa Wealth Management
District of Columbia
$1.84K – – –
Kayne Anderson Rudnick Investment Management
577
Kayne Anderson Rudnick Investment Management
California
$1.53K – – –
TWD
578
True Wealth Design
Ohio
$1.53K +$157 +1 +11%
PAM
579
Parvin Asset Management
South Dakota
$1.38K +$1.41K +9 New
ZBNA
580
Zions Bancorporation, National Association
Utah
$1.38K +$1.41K +9 New
TFM
581
TFC Financial Management
Massachusetts
$1.22K – – –
OP
582
ORG Partners
Indiana
$1.22K +$1.26K +8 New
HI
583
Harbour Investments
Wisconsin
$918 – – –
OCM
584
Osterweis Capital Management
California
$765 +$786 +5 New
CWM
585
Cranbrook Wealth Management
Michigan
$612 – – –
LFG
586
Larson Financial Group
Missouri
$612 +$471 +3 +300%
HWP
587
Highline Wealth Partners
California
$459 +$471 +3 New
RA
588
Rise Advisors
New York
$459 +$471 +3 New
BHWM
589
Bay Harbor Wealth Management
Maryland
$458 +$471 +3 New
PWM
590
Parkworth Wealth Management
California
$306 – – –
RS
591
Rakuten Securities
Japan
$306 +$157 +1 +100%
WA
592
WestEnd Advisors
North Carolina
$306 +$157 +1 +100%
ACA
593
American Capital Advisory
Idaho
$306 +$314 +2 New
HIA
594
HFM Investment Advisors
New Jersey
$306 +$314 +2 New
CPG
595
Cornerstone Planning Group
New Jersey
$278 – – –
LB
596
Legacy Bridge
Iowa
$176 +$157 +1 New
AA
597
Ancora Advisors
Ohio
$153 – – –
AI
598
Ariel Investments
Illinois
– -$35.2M -235,058 Closed
PD
599
Point72 (DIFC)
United Arab Emirates
– -$6.55M -43,800 Closed
WAM
600
Weiss Asset Management
Massachusetts
– -$6.28M -41,977 Closed