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Name Holding Trade Value Shares
Change
Change in
Stake
S
701
Sachetta
Massachusetts
$989 – – –
CIAM
702
Caitong International Asset Management
Hong Kong
$989 +$809 +4 +400%
LI
703
LRI Investments
Florida
$989 +$1.01K +5 New
LCM
704
Logan Capital Management
Pennsylvania
$791 +$809 +4 New
FMP
705
Financial Management Professionals
Texas
$594 – – –
JFA
706
JNBA Financial Advisors
Minnesota
$594 +$607 +3 New
BWL
707
Bogart Wealth LLC
Virginia
$593 -$404 -2 -40%
DCM
708
Davis Capital Management
Florida
$593 +$607 +3 New
DF
709
Downshift Financial
Colorado
$593 +$607 +3 New
PS
710
Planning Strategies
Pennsylvania
$593 +$607 +3 New
AWM
711
Abound Wealth Management
Tennessee
$554 – – –
CCWM
712
Cassaday & Co Wealth Management
Virginia
$396 – – –
QWM
713
Quaker Wealth Management
New Jersey
$396 – – –
SS
714
SBI Securities
Japan
$396 – – –
1CP
715
1015 Capital Partners
Pennsylvania
$396 +$404 +2 New
M
716
MOTCO
Texas
$396 +$404 +2 New
HNW
717
High Note Wealth
Minnesota
$198 – – –
IWM
718
IMG Wealth Management
Florida
$198 +$202 +1 New
MCA
719
Maryland Capital Advisors
Maryland
$198 +$202 +1 New
SA
720
Seneschal Advisors
Washington
$198 +$202 +1 New
BCV
721
Banque Cantonale Vaudoise
Switzerland
$178 +$182K +902 New
RCM
722
Raleigh Capital Management
North Carolina
$71 – – –
Point72 Asset Management
723
Point72 Asset Management
Connecticut
– -$37.7M -198,060 Closed
Voloridge Investment Management
724
Voloridge Investment Management
Florida
– -$30.9M -162,327 Closed
RGC
725
Regents Gate Capital
United Kingdom
– -$24.5M -128,378 Closed