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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
751
Capital Advisors Ltd
Ohio
$2K -$26.3K -523 -95%
DI
752
Disciplined Investments
Oklahoma
$1.98K -$101 -2 -5%
RWM
753
Raffa Wealth Management
District of Columbia
$1.98K
GWM
754
Geneos Wealth Management
Colorado
$1.84K -$13.8K -275 -88%
TIM
755
Tortoise Investment Management
New York
$1.57K
BONH
756
Bank of New Hampshire
New Hampshire
$1.36K
CBT
757
CoreFirst Bank & Trust
Kansas
$1.23K -$1.71K -34 -59%
NSIM
758
North Star Investment Management
Illinois
$1.09K
VWM
759
Venturi Wealth Management
Texas
$1.02K +$1.01K +20 New
PCM
760
Penserra Capital Management
California
$1K
SC
761
Stephens Consulting
Michigan
$887
SWA
762
SOA Wealth Advisors
New York
$821
TCA
763
Trifecta Capital Advisors
Illinois
$750
PCFFS
764
Pacific Center for Financial Services
California
$614 +$604 +12 New
ACA
765
Atlas Capital Advisors
Wyoming
$613
HCP
766
Hexagon Capital Partners
Arkansas
$545 -$5.33K -106 -91%
TFM
767
TFC Financial Management
Massachusetts
$478 +$453 +9 New
FWM
768
Focused Wealth Management
New York
$414
CWC
769
Carolinas Wealth Consulting
North Carolina
$341
TWD
770
True Wealth Design
Ohio
$341
TWP
771
TFO Wealth Partners
Ohio
$341 +$302 +6 +600%
CTA
772
Colonial Trust Advisors
South Carolina
$136
WHG
773
Westwood Holdings Group
Texas
-$70.2M -1,450,252 Closed
Point72 Asset Management
774
Point72 Asset Management
Connecticut
-$42M -867,195 Closed
TC
775
TwinBeech Capital
New York
-$30.4M -627,461 Closed