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Name Holding Trade Value Shares
Change
Change in
Stake
Hantz Financial Services
301
Hantz Financial Services
Michigan
$4K – – –
SWA
302
SOA Wealth Advisors
New York
$4K – – –
LC
303
Lindbrook Capital
California
$4K +$1.85K +38 +103%
JWA
304
JFS Wealth Advisors
Pennsylvania
$4K +$2.14K +44 +157%
MAM
305
Meeder Asset Management
Ohio
$4K +$3.84K +79 New
UMB Bank
306
UMB Bank
Missouri
$3K – – –
RWM
307
Raffa Wealth Management
District of Columbia
$2.74K – – –
Central Trust Company
308
Central Trust Company
Missouri
$2K +$1.41K +29 New
LAS
309
Lloyd Advisory Services
Georgia
$2K +$1.51K +31 New
CI
310
Cordant Inc
Oregon
$2K +$1.75K +36 New
Thompson Siegel & Walmsley
311
Thompson Siegel & Walmsley
Virginia
$1K -$116K -2,396 -99%
SWM
312
Sugarloaf Wealth Management
Georgia
$1K -$49 -1 -6%
Cullen/Frost Bankers
313
Cullen/Frost Bankers
Texas
$1K – – –
FMP
314
Financial Management Professionals
Texas
$1K – – –
Larson Financial Group
315
Larson Financial Group
Missouri
$1K – – –
SC
316
Schubert & Co
Texas
$1K +$340 +7 +41%
MassMutual Private Wealth & Trust
317
MassMutual Private Wealth & Trust
Connecticut
$1K +$680 +14 New
DI
318
Disciplined Investments
Oklahoma
$1K +$972 +20 New
SWA
319
Sutton Wealth Advisors
Florida
$876 – – –
Sachem Head Capital Management
320
Sachem Head Capital Management
New York
– -$95.3M -2,001,300 Closed
SCM
321
Suvretta Capital Management
New York
– -$32.6M -685,500 Closed
Pzena Investment Management
322
Pzena Investment Management
New York
– -$16.2M -340,972 Closed
Balyasny Asset Management
323
Balyasny Asset Management
Illinois
– -$14.5M -304,885 Closed
Cartenna Capital
324
Cartenna Capital
Connecticut
– -$9.38M -196,946 Closed
NIG
325
NFJ Investment Group
Texas
– -$3.05M -63,998 Closed