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Name Holding Trade Value Shares
Change
Change in
Stake
CIAM
826
Caitong International Asset Management
Hong Kong
$916 -$7.4K -45 -90%
APW
827
Atlantic Private Wealth
North Carolina
$916
Kayne Anderson Rudnick Investment Management
828
Kayne Anderson Rudnick Investment Management
California
$916
SFG
829
Strive Financial Group
Indiana
$916
DF
830
Downshift Financial
Colorado
$916 +$822 +5 New
AWM
831
Abound Wealth Management
Tennessee
$733 -$3.45K -21 -84%
BFPW
832
BOK Financial Private Wealth
Colorado
$733 +$658 +4 New
AF
833
Alerus Financial
North Dakota
$732
GBT
834
Grove Bank & Trust
Florida
$732
T
835
Tidemark
California
$732
DCM
836
Davis Capital Management
Florida
$732 +$329 +2 +100%
SA
837
Seneschal Advisors
Washington
$550
TFM
838
TFC Financial Management
Massachusetts
$550 +$329 +2 +200%
WA
839
WestEnd Advisors
North Carolina
$549 -$329 -2 -40%
TC
840
Trust Company
Kansas
$549
WAG
841
Wilkerson Advisory Group
Missouri
$549
M
842
MOTCO
Texas
$549 +$493 +3 New
SFCL
843
Strengthening Families & Communities LLC
Massachusetts
$549 +$493 +3 New
BWA
844
Basecamp Wealth Advisors
Washington
$366
PF
845
PlanVest Financial
Maryland
$366
MCA
846
Maryland Capital Advisors
Maryland
$184 +$164 +1 New
RS
847
Rakuten Securities
Japan
$183
PMFA
848
Plante Moran Financial Advisors
Michigan
$183 +$164 +1 New
CHP
849
Castle Hook Partners
New York
-$122M -798,050 Closed
Point72 Asset Management
850
Point72 Asset Management
Connecticut
-$124M -751,391 Closed