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Name Holding Trade Value Shares
Change
Change in
Stake
FAM
251
Fulcrum Asset Management
United Kingdom
$879 +$795 +22 New
APFP
252
Action Point Financial Planning
Michigan
$842 +$795 +22 New
RWM
253
Rialto Wealth Management
New York
$683 – – –
Larson Financial Group
254
Larson Financial Group
Missouri
$562 -$470 -13 -48%
Global Retirement Partners
255
Global Retirement Partners
California
$522 +$470 +13 New
DPW
256
DiNuzzo Private Wealth
Pennsylvania
$402 – – –
CIAM
257
Caitong International Asset Management
Hong Kong
$401 -$398 -11 -52%
SBI Securities
258
SBI Securities
Japan
$401 – – –
IAIM
259
International Assets Investment Management
Florida
$398 – – –
KG
260
Kilter Group
New York
$321 – – –
AW
261
Ankerstar Wealth
Texas
$281 +$145 +4 +133%
TFA
262
Transamerica Financial Advisors
Florida
$280 – – –
JWM
263
JPL Wealth Management
Colorado
$201 +$108 +3 +150%
PMFA
264
Plante Moran Financial Advisors
Michigan
$201 +$181 +5 New
GWM
265
Gilpin Wealth Management
Colorado
$121 +$108 +3 New
DCM
266
Davis Capital Management
Florida
$80 +$72 +2 New
Brown Brothers Harriman & Co
267
Brown Brothers Harriman & Co
New York
$40 – – –
HFS
268
Hughes Financial Services
Virginia
$40 +$36 +1 New
Nordea Investment Management
269
Nordea Investment Management
Sweden
– -$7.3M -229,449 Closed
Wellington Management Group
270
Wellington Management Group
Massachusetts
– -$6.78M -210,849 Closed
Bridgewater Associates
271
Bridgewater Associates
Connecticut
– -$3.89M -121,023 Closed
Point72 Asset Management
272
Point72 Asset Management
Connecticut
– -$2.66M -82,850 Closed
BCC
273
Bridge City Capital
Oregon
– -$2.08M -64,719 Closed
Vest Financial
274
Vest Financial
Virginia
– -$1.21M -37,747 Closed
DRW Securities
275
DRW Securities
Illinois
– -$746K -23,202 Closed