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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1651
Centerpoint Advisors
Massachusetts
$2K – – –
CP
1652
Castleview Partners
Texas
$1.83K – – –
LIM
1653
Longfellow Investment Management
Massachusetts
$1.83K – – –
RDFA
1654
Ritter Daniher Financial Advisory
Ohio
$1.83K – – –
UFF
1655
USA Financial Formulas
Michigan
$1.83K – – –
IPW
1656
Impact Partnership Wealth
Georgia
$1.83K +$1.75K +4 New
2L
1657
25 LLC
Missouri
$1.45K +$438 +1 +50%
FSWA
1658
Financial Synergies Wealth Advisors
Texas
$1.38K – – –
MIM
1659
Macroview Investment Management
Maryland
$1.38K – – –
HBW
1660
Hazlett, Burt & Watson
West Virginia
$1K +$876 +2 New
EA
1661
Evolution Advisers
Virginia
$1K +$1.31K +3 New
PI
1662
PEAK6 Investments
Illinois
$948 -$2.93M -6,690 -100%
TWD
1663
True Wealth Design
Ohio
$917 – – –
BONH
1664
Bank of New Hampshire
New Hampshire
$916 +$876 +2 New
AWM
1665
AllSquare Wealth Management
New York
$812 – – –
CHA
1666
Carmichael Hill & Associates
Maryland
$459 – – –
DWA
1667
Delos Wealth Advisors
Texas
$459 – – –
SC
1668
Styrax Capital
New York
– -$48.3M -108,279 Closed
JMPWA
1669
JP Morgan Private Wealth Advisors
California
– -$38.2M -85,714 Closed
MAM
1670
Melqart Asset Management
United Kingdom
– -$34.3M -76,990 Closed
OCM
1671
Oribel Capital Management
New York
– -$15.3M -71,900 Closed
WP
1672
Woodline Partners
California
– -$19.5M -43,837 Closed
ARAM
1673
Ardmore Road Asset Management
New York
– -$13.4M -30,000 Closed
CM
1674
Cercano Management
Washington
– -$12.2M -27,392 Closed
BPCE
1675
Bank Pictet & Cie (Europe)
Germany
– -$11.5M -25,800 Closed