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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2201
Baystate Wealth Management
Massachusetts
$24K -$122K -917 -83%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2202
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$24K – – –
POIA
2203
Pin Oak Investment Advisors
Texas
$24K – – –
NWM
2204
Nauset Wealth Management
Connecticut
$24K +$25.4K +191 New
IA
2205
IFS Advisors
Kansas
$23K – – –
RG
2206
Retirement Group
California
$23K +$2K +15 +9%
PCM
2207
Penserra Capital Management
California
$22K -$8.24K -62 -25%
BBPWM
2208
Blue Bell Private Wealth Management
Pennsylvania
$22K – – –
FEG
2209
Financial Enhancement Group
Indiana
$21K – – –
WPA
2210
West Paces Advisors
Georgia
$20.2K – – –
ACM
2211
Antonetti Capital Management
Florida
$19K -$84.6K -636 -80%
BCM
2212
Bourgeon Capital Management
Connecticut
$19K – – –
GWMIA
2213
Global Wealth Management Investment Advisory
Florida
$19K – – –
Loomis, Sayles & Company
2214
Loomis, Sayles & Company
Massachusetts
$19K +$3.19K +24 +19%
FCG
2215
Financial Connections Group
California
$18K – – –
LFASL
2216
Lugano Financial Advisors SA (LFA)
Switzerland
$18K – – –
CWM
2217
CarsonAllaria Wealth Management
Illinois
$18K +$266 +2 +1%
VCM
2218
Versant Capital Management
Arizona
$18K +$798 +6 +4%
DFCM
2219
Dark Forest Capital Management
Puerto Rico
$18K +$13.6K +102 +213%
SL
2220
Savior LLC
Massachusetts
$17K -$108K -811 -86%
BCPWM
2221
Bradley & Co Private Wealth Management
Florida
$17K – – –
CMBA
2222
C.M. Bidwell & Associates
Hawaii
$17K – – –
CI
2223
Cordant Inc
Oregon
$17K +$17.7K +133 New
WAM
2224
WFA Asset Management
Wisconsin
$16.8K +$133 +1 +0.7%
AFIA
2225
America First Investment Advisors
Nebraska
$16K – – –