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Name Holding Trade Value Shares
Change
Change in
Stake
SC
901
Stephens Consulting
Michigan
$1.56K +$1.54K +7 New
BWP
902
Baldwin Wealth Partners
Massachusetts
$1.56K -$4.4K -20 -74%
PIM
903
Plato Investment Management
Australia
$1.12K – – –
BWL
904
Bogart Wealth LLC
Virginia
$924 – – –
VWA
905
Valued Wealth Advisors
Utah
$903 +$440 +2 +100%
JFG
906
JDM Financial Group
Texas
$894 +$879 +4 New
BHWM
907
Bay Harbor Wealth Management
Maryland
$893 – – –
A
908
AlphaQuest
New York
$670 – – –
AP
909
Aspect Partners
Virginia
$670 – – –
SFCL
910
Strengthening Families & Communities LLC
Massachusetts
$670 – – –
CA
911
Claris Advisors
Missouri
$670 +$659 +3 New
CAC
912
Core Alternative Capital
Georgia
$447 – – –
CTB
913
Country Trust Bank
Illinois
$447 – – –
LSA
914
Leonteq Securities AG
Switzerland
$447 – – –
CAM
915
ClariVest Asset Management
California
$410 – – –
SWA
916
SOA Wealth Advisors
New York
$231 – – –
NL
917
NVWM LLC
Pennsylvania
$223 – – –
WA
918
WestEnd Advisors
North Carolina
$223 – – –
RWM
919
Reston Wealth Management
Virginia
$223 +$220 +1 New
VWM
920
Valley Wealth Managers
New Jersey
$44 – – –
DWM
921
Dogwood Wealth Management
Kansas
$2 – – –
SCA
922
Southpoint Capital Advisors
New York
– -$102M -500,000 Closed
DekaBank Deutsche Girozentrale
923
DekaBank Deutsche Girozentrale
Germany
– -$36.3M -171,942 Closed
APG Asset Management
924
APG Asset Management
Netherlands
– -$18.4M -96,832 Closed
MMA
925
Mizuho Markets Americas
New York
– -$11.3M -55,650 Closed