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Name Holding Trade Value Shares
Change
Change in
Stake
Quantbot Technologies
151
Quantbot Technologies
New York
$5K +$6.94K +125 New
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
Sowell Financial Services
153
Sowell Financial Services
Arkansas
$3K – – –
LJHT
154
Laurie J. Hall Trustee
$3K +$666 +12 +23%
Credit Agricole
155
Credit Agricole
France
$2K – – –
Federated Hermes
156
Federated Hermes
Pennsylvania
$2K – – –
MF
157
Manchester Financial
California
$2K +$2.77K +50 New
WQ
158
Wealth Quarterback
New Jersey
$1.2K +$1.39K +25 New
HI
159
Hudock Inc
Pennsylvania
$1K – – –
Larson Financial Group
160
Larson Financial Group
Missouri
$1K – – –
MassMutual Private Wealth & Trust
161
MassMutual Private Wealth & Trust
Connecticut
$1K – – –
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$1K – – –
PFGIA
163
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
QAM
164
QCI Asset Management
New York
$1K – – –
SFSIG
165
San Francisco Sentry Investment Group
California
$1K – – –
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$1K +$277 +5 +25%
VCP
167
Verus Capital Partners
Arizona
$1K +$1.39K +25 New
APWM
168
Atlas Private Wealth Management
New York
$1K +$1.5K +27 New
HWM
169
Howard Wealth Management
Connecticut
$1K +$1.67K +30 New
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$1K +$1.67K +30 New
Arkadios Wealth Advisors
171
Arkadios Wealth Advisors
Georgia
$86 +$55 +1 New
Coatue Management
172
Coatue Management
New York
– -$1.67M -31,419 Closed
Maverick Capital
173
Maverick Capital
Texas
– -$620K -11,657 Closed
Winton Group
174
Winton Group
United Kingdom
– -$484K -9,106 Closed
Weiss Multi-Strategy Advisers
175
Weiss Multi-Strategy Advisers
New York
– -$361K -6,792 Closed