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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
W
401
WealthCollab
Washington
$1.6K – – –
WTC
402
WhitTier Trust Company
Nevada
$1.59K +$1.55K +5 New
CWC
403
Carolinas Wealth Consulting
North Carolina
$1.56K – – –
ATS
404
Ashton Thomas Securities
New York
$1.28K +$1.24K +4 New
CJ
405
Caitlin John
Michigan
$692 -$1.35M -4,329 -100%
AFG
406
Albion Financial Group
Utah
$639 – – –
PFBT
407
Parkside Financial Bank & Trust
Missouri
$320 – – –
FPFS
408
First Personal Financial Services
North Carolina
$320 +$311 +1 New
TFM
409
TFC Financial Management
Massachusetts
$320 +$311 +1 New
CA
410
Claris Advisors
Missouri
$319 +$311 +1 New
AWM
411
Activest Wealth Management
Florida
$136 – – –
CRM
412
Cramer Rosenthal McGlynn
Connecticut
– -$23.6M -79,646 Closed
NW
413
NewEdge Wealth
Pennsylvania
– -$11.3M -38,203 Closed
Assenagon Asset Management
414
Assenagon Asset Management
Luxembourg
– -$9.37M -31,658 Closed
Balyasny Asset Management
415
Balyasny Asset Management
Illinois
– -$6.81M -23,024 Closed
1832 Asset Management
416
1832 Asset Management
Ontario, Canada
– -$4.11M -13,900 Closed
SO
417
STRS Ohio
Ohio
– -$1.36M -4,602 Closed
BWM
418
BCGM Wealth Management
Indiana
– -$1.32M -4,460 Closed
VI
419
Versor Investments
New York
– -$1.04M -3,500 Closed
CPBTD
420
Central Pacific Bank - Trust Division
Hawaii
– -$946K -3,196 Closed
ECM
421
ExodusPoint Capital Management
New York
– -$713K -2,410 Closed
Baird Financial Group
422
Baird Financial Group
Wisconsin
– -$447K -1,510 Closed
CM
423
Capula Management
Cayman Islands
– -$422K -1,428 Closed
BFS
424
Bard Financial Services
Connecticut
– -$296K -1,000 Closed
FC
425
FORA Capital
Florida
– -$273K -922 Closed