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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1401
Acumen Wealth Advisors
Tennessee
$728 +$731 +4 New
VWA
1402
Valued Wealth Advisors
Utah
$728 +$731 +4 New
IPS
1403
Investors Portfolio Services
Washington
$611 +$548 +3 New
DF
1404
DecisionPoint Financial
Arizona
$546 – – –
SA
1405
Seneschal Advisors
Washington
$546 +$183 +1 +50%
NA
1406
Networth Advisors
Pennsylvania
$546 +$548 +3 New
NL
1407
NorthAvenue LLC
Ohio
$546 +$548 +3 New
NL
1408
NVWM LLC
Pennsylvania
$364 -$366 -2 -50%
RWS
1409
Retirement Wealth Solutions
Wisconsin
$182 -$548 -3 -75%
CWA
1410
Carolina Wealth Advisors
South Carolina
$182 – – –
DCM
1411
Davis Capital Management
Florida
$182 – – –
FC
1412
Fairscale Capital
New Hampshire
$182 – – –
AIM
1413
Arcadia Investment Management
Michigan
$182 +$183 +1 New
RPA
1414
Redwood Park Advisors
California
$182 +$183 +1 New
EWP
1415
Elevation Wealth Partners
California
$9 -$731 -4 Closed
Point72 Asset Management
1416
Point72 Asset Management
Connecticut
– -$74.1M -405,456 Closed
CCM
1417
Candlestick Capital Management
Connecticut
– -$64.5M -344,660 Closed
ECM
1418
ExodusPoint Capital Management
New York
– -$43M -229,761 Closed
CVA
1419
Ceredex Value Advisors
Florida
– -$22.7M -121,250 Closed
O
1420
Ossiam
France
– -$19.8M -105,624 Closed
MWM
1421
Moran Wealth Management
Florida
– -$17.2M -91,757 Closed
N
1422
Natixis
France
– -$16.4M -87,698 Closed
LP
1423
LMR Partners
United Kingdom
– -$13.8M -74,000 Closed
ACP
1424
Albar Capital Partners
United Kingdom
– -$9.31M -49,764 Closed
EF
1425
Empowered Funds
Pennsylvania
– -$8.42M -45,031 Closed