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Name Holding Trade Value Shares
Change
Change in
Stake
IWP
2601
IAG Wealth Partners
Wisconsin
$10K +$9.71K +27 New
FCG
2602
Financial Connections Group
California
$9K
ACA
2603
Atlas Capital Advisors
Wyoming
$8.94K -$4.67K -13 -34%
LPWM
2604
Lake Point Wealth Management
Texas
$8K
FA
2605
Financial Avengers
California
$7K
LIM
2606
Longfellow Investment Management
Massachusetts
$6K
S
2607
Surevest
California
$6K
RDFA
2608
Ritter Daniher Financial Advisory
Ohio
$5K -$8.99K -25 -63%
UFF
2609
USA Financial Formulas
Michigan
$5K -$5.75K -16 -53%
EFS
2610
Econ Financial Services
Pennsylvania
$5K
MIM
2611
Macroview Investment Management
Maryland
$5K
FIA
2612
FNY Investment Advisers
New York
$3K +$3.23K +9 New
TH
2613
TCTC Holdings
Texas
$3K +$3.23K +9 New
HS
2614
Horan Securities
United States
$2K
WWP
2615
WR Wealth Planners
Missouri
$1.07K +$1.08K +3 New
1IA
2616
1834 Investment Advisors
Wisconsin
$1K
TCWA
2617
Ten Capital Wealth Advisors
Washington
$1K +$719 +2 New
ONST
2618
Old North State Trust
North Carolina
$375 -$325K -904 -100%
WIM
2619
Westside Investment Management
California
$8
OTPPB
2620
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$491M -1,367,652 Closed
SCP
2621
Soroban Capital Partners
New York
-$293M -814,251 Closed
Coatue Management
2622
Coatue Management
New York
-$279M -777,508 Closed
SC
2623
Sculptor Capital
New York
-$191M -530,942 Closed
Two Sigma Investments
2624
Two Sigma Investments
New York
-$128M -355,116 Closed
AM
2625
Atreides Management
Massachusetts
-$121M -336,645 Closed