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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
751
Activest Wealth Management
Florida
$1.01K -$2.44K -17 -71%
CAL
752
Capital Advisors Ltd
Ohio
$1K
CIAS
753
CBIZ Investment Advisory Services
Ohio
$998
DT
754
DV Trading
Illinois
$998 +$1.01K +7 New
PWA
755
Physician Wealth Advisors
Utah
$998 +$1.01K +7 New
LWM
756
Lodestone Wealth Management
Washington
$855 +$862 +6 New
HIA
757
HFM Investment Advisors
New Jersey
$713 -$287 -2 -29%
WA
758
WestEnd Advisors
North Carolina
$713 -$144 -1 -17%
Kayne Anderson Rudnick Investment Management
759
Kayne Anderson Rudnick Investment Management
California
$713
APW
760
Atlantic Private Wealth
North Carolina
$713 +$719 +5 New
CA
761
Crewe Advisors
Utah
$713 +$719 +5 New
SFG
762
Strive Financial Group
Indiana
$712 +$719 +5 New
AF
763
Alerus Financial
North Dakota
$570
GBT
764
Grove Bank & Trust
Florida
$570
MAM
765
Marquette Asset Management
Minnesota
$428 -$2.44K -17 -85%
SA
766
Seneschal Advisors
Washington
$428 -$144 -1 -25%
TC
767
Trust Company
Kansas
$428 +$431 +3 New
BWA
768
Basecamp Wealth Advisors
Washington
$285 +$287 +2 New
RS
769
Rakuten Securities
Japan
$143
TFM
770
TFC Financial Management
Massachusetts
$143
AIM
771
Arcadia Investment Management
Michigan
$143 +$144 +1 New
SC
772
Stephens Consulting
Michigan
$143 +$144 +1 New
William Blair Investment Management
773
William Blair Investment Management
Illinois
-$229M -1,400,174 Closed
BCPEMI
774
Bain Capital Public Equity Management II
Massachusetts
-$149M -911,914 Closed
Holocene Advisors
775
Holocene Advisors
New York
-$133M -814,163 Closed