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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
801
Bay Harbor Wealth Management
Maryland
$758 +$470 +7 +175%
WCM
802
WealthTrak Capital Management
Virginia
$690 -$336 -5 -33%
OCM
803
Orion Capital Management
California
$689 – – –
RA
804
Rise Advisors
New York
$689 – – –
HIA
805
HFM Investment Advisors
New Jersey
$620 +$403 +6 +200%
SC
806
Stephens Consulting
Michigan
$552 +$538 +8 New
CT
807
Colonial Trust
South Carolina
$551 – – –
AWM
808
Activest Wealth Management
Florida
$483 +$470 +7 New
BWM
809
Bullock Wealth Management
Indiana
$479 -$269 -4 -36%
SFCL
810
Strengthening Families & Communities LLC
Massachusetts
$348 +$336 +5 New
CFD
811
Creative Financial Designs
Indiana
$345 – – –
WBC
812
West Branch Capital
Massachusetts
$276 – – –
PWM
813
Parkworth Wealth Management
California
$276 +$269 +4 New
RWM
814
Rialto Wealth Management
New York
$207 -$336 -5 -63%
BCWM
815
Bartlett & Co Wealth Management
Ohio
$138 – – –
LSA
816
Leonteq Securities AG
Switzerland
$69 – – –
RS
817
Rakuten Securities
Japan
$69 – – –
RWS
818
Retirement Wealth Solutions
Wisconsin
$69 – – –
Loomis, Sayles & Company
819
Loomis, Sayles & Company
Massachusetts
$42 +$67 +1 New
KWM
820
Kiker Wealth Management
Georgia
$6 – – –
Millennium Management
821
Millennium Management
New York
– -$39.2M -568,549 Closed
Arrowstreet Capital
822
Arrowstreet Capital
Massachusetts
– -$29.9M -433,529 Closed
MIM
823
Merewether Investment Management
Texas
– -$26M -376,700 Closed
JAM
824
Jupiter Asset Management
United Kingdom
– -$15M -218,181 Closed
JF
825
Jump Financial
Illinois
– -$7.23M -104,806 Closed