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Name Holding Trade Value Shares
Change
Change in
Stake
KB
1051
Kimelman & Baird
New York
$711 – – –
NL
1052
NVWM LLC
Pennsylvania
$711 – – –
TCM
1053
Tradewinds Capital Management
Washington
$711 – – –
JFG
1054
JDM Financial Group
Texas
$711 +$708 +3 New
KFI
1055
Key Financial Inc
Pennsylvania
$711 +$708 +3 New
PMFA
1056
Plante Moran Financial Advisors
Michigan
$711 +$708 +3 New
VAMG
1057
Voisard Asset Management Group
Michigan
$711 +$708 +3 New
SFCL
1058
Strengthening Families & Communities LLC
Massachusetts
$474 – – –
VWA
1059
Valued Wealth Advisors
Utah
$474 – – –
WA
1060
WestEnd Advisors
North Carolina
$474 – – –
CAM
1061
Chesapeake Asset Management
New York
$473 +$472 +2 New
MA
1062
MCF Advisors
Kentucky
$237 -$7.32K -31 -97%
SWA
1063
SOA Wealth Advisors
New York
$237 – – –
RWM
1064
Reston Wealth Management
Virginia
$237 +$236 +1 New
DWM
1065
Dogwood Wealth Management
Kansas
$5 – – –
EHI
1066
Eagle Health Investments
Connecticut
– -$25.8M -121,895 Closed
DFO
1067
Duquesne Family Office
New York
– -$12.8M -60,360 Closed
ECM
1068
ExodusPoint Capital Management
New York
– -$12.1M -57,362 Closed
SW
1069
Simplicity Wealth
New Jersey
– -$8.49M -40,165 Closed
SW
1070
SVB Wealth
Massachusetts
– -$6.2M -29,318 Closed
CCM
1071
Cinctive Capital Management
New York
– -$5.12M -24,221 Closed
EP
1072
Edgestream Partners
New Jersey
– -$5.04M -23,825 Closed
FSA
1073
Financial Sense Advisors
California
– -$4.57M -21,610 Closed
RIM
1074
Reliant Investment Management
Tennessee
– -$3.94M -18,640 Closed
SEC
1075
Seven Eight Capital
New York
– -$3.38M -15,994 Closed