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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
951
Liberty Wealth Management
California
$5K +$32 +1 +0.7%
OC
952
Oakworth Capital
Alabama
$4K – – –
SFA
953
Semmax Financial Advisors
North Carolina
$4K – – –
WCM
954
Wealthcare Capital Management
Virginia
$4K +$4.05K +125 New
HWM
955
Howard Wealth Management
Connecticut
$4K +$4.5K +139 New
RWM
956
Raffa Wealth Management
District of Columbia
$3.65K – – –
NR
957
Newfound Research
Massachusetts
$3K -$1.46K -45 -32%
Kayne Anderson Rudnick Investment Management
958
Kayne Anderson Rudnick Investment Management
California
$3K – – –
TCM
959
Tradewinds Capital Management
Washington
$3K – – –
WB
960
West Bancorporation
Iowa
$3K +$2.69K +83 New
GFPC
961
Global Financial Private Capital
Florida
$2K -$2.2M -68,074 -100%
PW
962
Price Wealth
Texas
$2K -$3.79K -117 -61%
EI
963
Ellevest Inc
New York
$2K -$324 -10 -13%
FPFS
964
First Personal Financial Services
North Carolina
$2K – – –
IAS
965
IMA Advisory Services
Colorado
$2K – – –
SIS
966
Sound Income Strategies
Florida
$2K – – –
BWM
967
BerganKDV Wealth Management
Minnesota
$2K +$1.94K +60 New
Walleye Trading
968
Walleye Trading
New York
$2K +$2.27K +70 New
WOC
969
West Oak Capital
California
$1K – – –
ZP
970
Zimmer Partners
New York
– -$41.9M -1,216,656 Closed
CHP
971
Castle Hook Partners
New York
– -$37.3M -1,082,434 Closed
PP
972
Prudential plc
United Kingdom
– -$34.7M -1,014,437 Closed
DIA
973
Dana Investment Advisors
Wisconsin
– -$26.1M -757,100 Closed
Point72 Asset Management
974
Point72 Asset Management
Connecticut
– -$26M -753,986 Closed
ZIG
975
Zurich Insurance Group
Switzerland
– -$16.5M -479,868 Closed