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Name Holding Trade Value Shares
Change
Change in
Stake
TFM
701
TFC Financial Management
Massachusetts
$891 – – –
GWMI
702
Guardian Wealth Management (Illinois)
Illinois
$779 – – –
KHC
703
Koesten Hirschmann & Crabtree
Kansas
$668 +$744 +6 New
TCOV
704
Trust Company of Vermont
Vermont
$557 – – –
WWM
705
Wolff Wiese Magana
California
$557 – – –
FSWA
706
Financial Synergies Wealth Advisors
Texas
$557 +$620 +5 New
TC
707
Truvestments Capital
Florida
$557 +$620 +5 New
HWA
708
HHM Wealth Advisors
Tennessee
$446 – – –
NSIM
709
North Star Investment Management
Illinois
$334 – – –
TIM
710
Tortoise Investment Management
New York
$223 – – –
TWD
711
True Wealth Design
Ohio
$223 – – –
GFWA
712
Grey Fox Wealth Advisors
Delaware
$223 +$248 +2 New
EWP
713
Elevation Wealth Partners
California
$121 +$124 +1 New
WA
714
WestEnd Advisors
North Carolina
$111 -$124 -1 Closed
GI
715
GS Investments
Minnesota
$111 – – –
SWA
716
SOA Wealth Advisors
New York
$111 – – –
GI
717
Gradient Investments
Minnesota
$111 +$124 +1 New
Harris Associates
718
Harris Associates
Illinois
– -$132M -1,104,600 Closed
Marshall Wace
719
Marshall Wace
United Kingdom
– -$106M -886,097 Closed
SIM
720
SRS Investment Management
New York
– -$106M -885,626 Closed
GA
721
General Atlantic
New York
– -$88.4M -737,648 Closed
Lord, Abbett & Co
722
Lord, Abbett & Co
New Jersey
– -$50.5M -421,257 Closed
TC
723
TwinBeech Capital
New York
– -$44.1M -367,798 Closed
WAM
724
Wolverine Asset Management
Illinois
– -$12M -100,019 Closed
Adage Capital Partners
725
Adage Capital Partners
Massachusetts
– -$11.7M -97,421 Closed