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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
301
CVA Family Office
Colorado
$1.35K – – –
T
302
Transce3nd
Texas
$1.35K – – –
CPG
303
Cornerstone Planning Group
New Jersey
$1.24K +$730 +9 +225%
SC
304
Stephens Consulting
Michigan
$902 +$811 +10 New
SPIA
305
Steward Partners Investment Advisory
New York
$901 +$162 +2 +25%
TWD
306
True Wealth Design
Ohio
$812 -$243 -3 -25%
BC
307
Bayforest Capital
United Kingdom
$811 -$317K -3,912 -100%
HWP
308
Highline Wealth Partners
California
$811 – – –
PWA
309
Physician Wealth Advisors
Utah
$722 -$162 -2 -20%
BIG
310
Brooklyn Investment Group
New York
$722 – – –
TPCW
311
TD Private Client Wealth
New York
$631 -$162 -2 -22%
NEWAS
312
N.E.W. Advisory Services
Wisconsin
$541 -$487 -6 -50%
KFI
313
Key Financial Inc
Pennsylvania
$541 – – –
MCM
314
Manchester Capital Management
Vermont
$541 +$487 +6 New
KFGG
315
Keystone Financial Group (Georgia)
Georgia
$479 – – –
BFS
316
Bare Financial Services
Pennsylvania
$451 – – –
TCM
317
Tradewinds Capital Management
Washington
$361 – – –
AWM
318
Abound Wealth Management
Tennessee
$271 – – –
PWA
319
Principia Wealth Advisory
Texas
$270 +$243 +3 New
SL
320
Salomon & Ludwin
Virginia
$186 +$162 +2 New
HNB
321
Huntington National Bank
Ohio
$90 – – –
Balyasny Asset Management
322
Balyasny Asset Management
Illinois
– -$8.01M -94,909 Closed
Optiver Holding
323
Optiver Holding
Netherlands
– -$5.53M -68,208 Closed
MOACM
324
Mutual of America Capital Management
New York
– -$5.31M -62,671 Closed
USAA
325
United Services Automobile Association
Texas
– -$3.32M -37,893 Closed