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Name Holding Trade Value Shares
Change
Change in
Stake
ARIS
2601
Advanced Research Investment Solutions
California
$11K +$1.8K +5 +20%
CDIA
2602
Capital Directions Investment Advisors
Georgia
$11K +$11.5K +32 New
IWP
2603
IAG Wealth Partners
Wisconsin
$10K +$9.71K +27 New
FCG
2604
Financial Connections Group
California
$9K – – –
ACA
2605
Atlas Capital Advisors
Wyoming
$8.94K -$4.67K -13 -34%
LPWM
2606
Lake Point Wealth Management
Texas
$8K – – –
FA
2607
Financial Avengers
California
$7K – – –
LIM
2608
Longfellow Investment Management
Massachusetts
$6K – – –
S
2609
Surevest
California
$6K – – –
RDFA
2610
Ritter Daniher Financial Advisory
Ohio
$5K -$8.99K -25 -63%
UFF
2611
USA Financial Formulas
Michigan
$5K -$5.75K -16 -53%
EFS
2612
Econ Financial Services
Pennsylvania
$5K – – –
MIM
2613
Macroview Investment Management
Maryland
$5K – – –
FIA
2614
FNY Investment Advisers
New York
$3K +$3.23K +9 New
TH
2615
TCTC Holdings
Texas
$3K +$3.23K +9 New
HS
2616
Horan Securities
United States
$2K – – –
WWP
2617
WR Wealth Planners
Missouri
$1.07K +$1.08K +3 New
1IA
2618
1834 Investment Advisors
Wisconsin
$1K – – –
TCWA
2619
Ten Capital Wealth Advisors
Washington
$1K +$719 +2 New
ONST
2620
Old North State Trust
North Carolina
$375 -$325K -904 -100%
WIM
2621
Westside Investment Management
California
$8 – – –
OTPPB
2622
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$491M -1,367,652 Closed
SCP
2623
Soroban Capital Partners
New York
– -$293M -814,251 Closed
Coatue Management
2624
Coatue Management
New York
– -$279M -777,508 Closed
SC
2625
Sculptor Capital
New York
– -$191M -530,942 Closed