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Kinetik

Name Holding Trade Value Shares
Change
Change in
Stake
FMII
301
Farmers & Merchants Investments Inc
Nebraska
$967 – – –
APFP
302
Action Point Financial Planning
Michigan
$870 +$956 +20 New
PWPS
303
Pinnacle Wealth Planning Services
Ohio
$773 – – –
CFM
304
Cornerstone Financial Management
Massachusetts
$677 – – –
CCMI
305
Creative Capital Management Investments
California
$532 +$526 +11 New
BHWM
306
Bay Harbor Wealth Management
Maryland
$483 +$382 +8 +400%
GWM
307
Gilpin Wealth Management
Colorado
$436 – – –
AW
308
Ankerstar Wealth
Texas
$435 – – –
CMA
309
Cedar Mountain Advisors
Oregon
$435 – – –
PMFA
310
Plante Moran Financial Advisors
Michigan
$435 +$430 +9 New
HIA
311
HFM Investment Advisors
New Jersey
$339 +$287 +6 +600%
CFD
312
Creative Financial Designs
Indiana
$290 +$287 +6 New
DPW
313
DiNuzzo Private Wealth
Pennsylvania
$242 – – –
FC
314
Financial Consulate
Maryland
$242 – – –
RS
315
Rakuten Securities
Japan
$193 -$48 -1 -20%
MPWT
316
MassMutual Private Wealth & Trust
Connecticut
$193 – – –
LI
317
LRI Investments
Florida
$145 +$143 +3 New
DCM
318
Davis Capital Management
Florida
$97 +$96 +2 New
DF
319
DecisionPoint Financial
Arizona
$96 +$96 +2 New
DF
320
Dunhill Financial
United Kingdom
$51 – – –
GIA
321
GHP Investment Advisors
Colorado
$49 – – –
RWM
322
Raffa Wealth Management
District of Columbia
$48 – – –
HFS
323
Hughes Financial Services
Virginia
$48 +$48 +1 New
Balyasny Asset Management
324
Balyasny Asset Management
Illinois
– -$44.2M -912,865 Closed
Millennium Management
325
Millennium Management
New York
– -$21.7M -447,648 Closed