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Name Holding Trade Value Shares
Change
Change in
Stake
NWM
901
Nova Wealth Management
Florida
$531
QWM
902
Quaker Wealth Management
New Jersey
$531 +$65 +1 +14%
HIA
903
HFM Investment Advisors
New Jersey
$531 +$194 +3 +60%
BIM
904
Breakwater Investment Management
Washington
$531 +$517 +8 New
WA
905
Whipplewood Advisors
Colorado
$531 +$517 +8 New
CA
906
Crewe Advisors
Utah
$465 +$453 +7 New
MCA
907
McGuire Capital Advisors
Oklahoma
$465 +$453 +7 New
PWMG
908
Prestige Wealth Management Group
New Jersey
$399 -$1.16K -18 -75%
SA
909
Strategic Advocates
Utah
$335
TC
910
Trust Company
Kansas
$332 +$323 +5 New
WTC
911
WhitTier Trust Company
Nevada
$210 +$194 +3 New
BCWM
912
Bartlett & Co Wealth Management
Ohio
$199 -$4.59K -71 -96%
RJA
913
Ross\Johnson & Associates
Minnesota
$199
DCM
914
Davis Capital Management
Florida
$199 +$194 +3 New
SA
915
Seneschal Advisors
Washington
$133 -$65 -1 -33%
TCM
916
Triumph Capital Management
Colorado
$133 +$129 +2 New
PWMG
917
Private Wealth Management Group
New Jersey
$67 -$2.85K -44 -98%
VWA
918
Valued Wealth Advisors
Utah
$67 -$65 -1 -50%
WW
919
Winnow Wealth
Texas
$67 +$65 +1 New
AG
920
AmeriFlex Group
Nevada
$66 -$65 -1 -50%
DT
921
DV Trading
Illinois
$66 +$65 +1 New
NRG
922
Nemes Rush Group
Michigan
$66 +$65 +1 New
Sands Capital Management
923
Sands Capital Management
Virginia
-$332M -4,934,189 Closed
Holocene Advisors
924
Holocene Advisors
New York
-$164M -2,436,672 Closed
Capital Research Global Investors
925
Capital Research Global Investors
California
-$159M -2,367,676 Closed