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Name Holding Trade Value Shares
Change
Change in
Stake
HFS
676
Hughes Financial Services
Virginia
$707 +$185 +1 +50%
CT
677
Clearstead Trust
Maine
$630 -$185 -1 -25%
TFM
678
TFC Financial Management
Massachusetts
$630 +$370 +2 +200%
BFS
679
Bare Financial Services
Pennsylvania
$630 +$555 +3 New
PWM
680
Parkworth Wealth Management
California
$630 +$555 +3 New
RWM
681
Rialto Wealth Management
New York
$630 +$555 +3 New
SC
682
Stephens Consulting
Michigan
$630 +$555 +3 New
AF
683
Advisornet Financial
Minnesota
$420 -$22.4K -121 -98%
PS
684
PayPay Securities
Japan
$420 -$185 -1 -33%
CWM
685
Copia Wealth Management
Oregon
$420
KFI
686
Key Financial Inc
Pennsylvania
$420
TIM
687
Tortoise Investment Management
New York
$420 +$370 +2 New
WCM
688
WealthTrak Capital Management
Virginia
$420 +$370 +2 New
BHWM
689
Bay Harbor Wealth Management
Maryland
$419 +$370 +2 New
DF
690
DecisionPoint Financial
Arizona
$413 +$370 +2 New
IAS
691
IMA Advisory Services
Colorado
$210 +$185 +1 New
KG
692
Kilter Group
New York
$210 +$185 +1 New
SIC
693
SJS Investment Consulting
Ohio
$210 +$185 +1 New
AM
694
Atreides Management
Massachusetts
-$32.4M -184,907 Closed
MC
695
Maverick Capital
Texas
-$27.2M -154,872 Closed
AG
696
Avala Global
New York
-$25.6M -146,043 Closed
NPCM
697
North Peak Capital Management
New York
-$24.9M -142,175 Closed
GF
698
Greenhouse Funds
Maryland
-$18.2M -103,953 Closed
CC
699
Clearline Capital
New York
-$17.6M -100,135 Closed
MIFH
700
Migdal Insurance & Financial Holdings
Israel
-$15.3M -87,500 Closed