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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
701
Bay Harbor Wealth Management
Maryland
$601 +$249 +3 +75%
DJSG
702
D.J. St. Germain
Massachusetts
$516
FMP
703
Financial Management Professionals
Texas
$516
RWM
704
Rialto Wealth Management
New York
$516 +$497 +6 New
SC
705
Stephens Consulting
Michigan
$516 +$497 +6 New
SS
706
SBI Securities
Japan
$430
WCM
707
WealthTrak Capital Management
Virginia
$430
CPG
708
Cornerstone Planning Group
New Jersey
$419 +$414 +5 New
CA
709
Crewe Advisors
Utah
$258 -$994 -12 -80%
HWP
710
Highline Wealth Partners
California
$172
HNW
711
High Note Wealth
Minnesota
$172
LFA
712
LGT Financial Advisors
Texas
$172 +$166 +2 New
QWM
713
Quaker Wealth Management
New Jersey
$172 +$166 +2 New
MGP
714
M&G plc
United Kingdom
-$39.4M -469,564 Closed
Capital International Investors
715
Capital International Investors
California
-$35.1M -420,000 Closed
CF
716
Corebridge Financial
Texas
-$15.6M -186,491 Closed
TC
717
TwinBeech Capital
New York
-$7.37M -88,233 Closed
Balyasny Asset Management
718
Balyasny Asset Management
Illinois
-$5.25M -62,915 Closed
ECM
719
Element Capital Management
New York
-$2.69M -32,230 Closed
IFU
720
iSAM Funds (UK)
United Kingdom
-$2.22M -26,576 Closed
LAM
721
LECAP Asset Management
United Kingdom
-$1.9M -22,747 Closed
OTPPB
722
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$1.71M -20,423 Closed
AC
723
Allstate Corporation
Illinois
-$1.54M -18,458 Closed
SAM
724
Secure Asset Management
Michigan
-$1.01M -12,077 Closed
Lido Advisors
725
Lido Advisors
California
-$953K -11,409 Closed