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Name Holding Trade Value Shares
Change
Change in
Stake
CCMW
2626
Cypress Capital Management (Wyoming)
Wyoming
$8K +$8.13K +150 New
ODG
2627
O'Dell Group
Ohio
$8K +$8.35K +154 New
CWAF
2628
Core Wealth Advisors (Florida)
Florida
$7K
FA
2629
Financial Advantage
Maryland
$5K
UFF
2630
USA Financial Formulas
Michigan
$5K +$379 +7 +8%
LWA
2631
Lowe Wealth Advisors
Maryland
$4K
WA
2632
WestEnd Advisors
North Carolina
$1.49K
LAS
2633
Lloyd Advisory Services
Georgia
$1K -$2.49K -46 -71%
BCPWM
2634
Bradley & Co Private Wealth Management
Florida
$1K
DWA
2635
Delos Wealth Advisors
Texas
$1K
HFS
2636
Horizon Financial Services
North Carolina
$1K
TFA
2637
Transamerica Financial Advisors
Florida
$1K
RTL
2638
Red Tortoise LLC
Georgia
$1K +$2.87K +53 New
LAM
2639
Lountzis Asset Management
Pennsylvania
$579 +$596 +11 New
CBT
2640
Capital Bank & Trust
California
-$84.2M -1,498,992 Closed
CVA
2641
Ceredex Value Advisors
Florida
-$50M -890,040 Closed
JAM
2642
Jupiter Asset Management
United Kingdom
-$30.8M -549,140 Closed
Qube Research & Technologies (QRT)
2643
Qube Research & Technologies (QRT)
United Kingdom
-$25.5M -453,378 Closed
CMG
2644
Cavalry Management Group
California
-$21.8M -387,822 Closed
CCP
2645
Clough Capital Partners
Massachusetts
-$18.4M -328,000 Closed
UOC
2646
UBS O'Connor
Illinois
-$18.3M -326,162 Closed
JWM
2647
Jackson Wealth Management
Florida
-$12.8M -227,692 Closed
YCMGA
2648
York Capital Management Global Advisors
New York
-$12.7M -226,087 Closed
Lord, Abbett & Co
2649
Lord, Abbett & Co
New Jersey
-$10.3M -184,281 Closed
DWM
2650
Dakota Wealth Management
Florida
-$7.03M -125,241 Closed