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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
676
Physician Wealth Advisors
Utah
$139 +$116 +4 New
FC
677
Fairscale Capital
New Hampshire
$104 – – –
RWM
678
Raffa Wealth Management
District of Columbia
$104 – – –
YAL
679
Your Advocates Ltd
Texas
$104 – – –
AWM
680
Accredited Wealth Management
Kentucky
$104 +$87 +3 New
CFP
681
Comprehensive Financial Planning
Pennsylvania
$104 +$87 +3 New
SIM
682
Synergy Investment Management
Florida
$104 +$87 +3 New
FLP
683
Financial Life Planners
Arizona
$83 +$58 +2 New
CPG
684
Cornerstone Planning Group
New Jersey
$76 – – –
HWA
685
HHM Wealth Advisors
Tennessee
$70 – – –
WBC
686
West Branch Capital
Massachusetts
$70 – – –
CJ
687
Caitlin John
Michigan
$69 – – –
EAM
688
Eukles Asset Management
Ohio
$69 – – –
PPC
689
Park Place Capital
Alabama
$69 – – –
CAWM
690
Capital A Wealth Management
Pennsylvania
$69 +$58 +2 New
WIM
691
Westside Investment Management
California
$35 -$175 -6 -86%
BFS
692
Burkett Financial Services
South Carolina
$35 – – –
CCMI
693
Creative Capital Management Investments
California
$35 +$29 +1 New
FFC
694
First Financial Corp
Indiana
$35 +$29 +1 New
HAI
695
Hennessy Advisors Inc
California
– -$49.3M -2,147,200 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
696
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$5.77M -251,000 Closed
CP
697
CenterBook Partners
Connecticut
– -$4.96M -215,657 Closed
Millennium Management
698
Millennium Management
New York
– -$4.69M -204,063 Closed
BA
699
Bridgewater Associates
Connecticut
– -$3.89M -169,066 Closed
CM
700
CM Management
Florida
– -$3.22M -140,000 Closed