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Name Holding Trade Value Shares
Change
Change in
Stake
GJWM
301
Gilliland Jeter Wealth Management
Arkansas
$1.39K
T
302
Tidemark
California
$1.38K
MPWT
303
MassMutual Private Wealth & Trust
Connecticut
$1.16K -$366 -35 -24%
FMII
304
Farmers & Merchants Investments Inc
Nebraska
$1.14K
EWA
305
EverSource Wealth Advisors
Alabama
$1.05K +$188 +18 +21%
SIC
306
SJS Investment Consulting
Ohio
$1.04K -$21 -2 -2%
MFT
307
Moisand Fitzgerald Tamayo
Florida
$1.03K
SC
308
Swan Capital
Florida
$1.03K
Lazard Asset Management
309
Lazard Asset Management
New York
$1K -$468K -44,731 -100%
CA
310
Continuum Advisory
Idaho
$825 +$817 +78 New
PWMG
311
Private Wealth Management Group
New Jersey
$671 +$681 +65 New
CTWM
312
Cherry Tree Wealth Management
Minnesota
$537
MCM
313
MV Capital Management
Maryland
$475 +$440 +42 +1,050%
LFG
314
Larson Financial Group
Missouri
$464
RAM
315
Riggs Asset Management
Pennsylvania
$455 +$461 +44 New
BGAI
316
Bruce G. Allen Investments
Colorado
$310 -$283 -27 -47%
Northwestern Mutual Wealth Management
317
Northwestern Mutual Wealth Management
Wisconsin
$289 -$262 -25 -47%
RIL
318
Rothschild Investment LLC
Illinois
$289 +$168 +16 +133%
JWA
319
JFS Wealth Advisors
Pennsylvania
$42 -$168 -16 -80%
DPW
320
DiNuzzo Private Wealth
Pennsylvania
$21 -$31 -3 -60%
CA
321
Claris Advisors
Missouri
$21 +$21 +2 New
SI
322
Standard Investments
New York
-$89.4M -7,000,000 Closed
Point72 Asset Management
323
Point72 Asset Management
Connecticut
-$54.8M -5,232,314 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
324
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$18.6M -1,453,573 Closed
RP
325
Riverbridge Partners
Minnesota
-$17M -1,334,479 Closed