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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
3601
Ball & Co Wealth Management
Tennessee
$3K +$3.09K +30 New
FWM
3602
FLP Wealth Management
Arkansas
$2.49K +$2.58K +25 New
CMA
3603
Cedar Mountain Advisors
Oregon
$2.3K – – –
FF
3604
Finley Financial
Nevada
$2.1K +$2.17K +21 New
TPW
3605
Talon Private Wealth
Florida
$2.09K -$4.84K -47 -69%
HWM
3606
HighMark Wealth Management
Minnesota
$1.99K – – –
SWC
3607
Spectrum Wealth Counsel
Indiana
$1.69K -$56.7K -550 -97%
LIS
3608
Legacy Investment Solutions
Idaho
$1.66K -$11.4K -111 -85%
LWMI
3609
Legacy Wealth Management (Idaho)
Idaho
$1.66K -$11.4K -111 -85%
MBFW
3610
Morton Brown Family Wealth
Pennsylvania
$1.59K – – –
HI
3611
Hoey Investments
Pennsylvania
$1.49K -$1.62M -15,707 -100%
SMAM
3612
Sugar Maple Asset Management
Wisconsin
$1.49K +$1.55K +15 New
VIA
3613
Virtus Investment Advisers
Connecticut
$1.29K -$317K -3,077 -100%
APW
3614
Atlantic Private Wealth
North Carolina
$1.25K +$103 +1 +8%
HFM
3615
Harvest Fund Management
China
$1K – – –
EFP
3616
EnRich Financial Partners
Wisconsin
$497 – – –
PFG
3617
Putney Financial Group
California
$497 +$515 +5 New
ZRP
3618
Zynergy Retirement Planning
New Jersey
$341 – – –
Jennison Associates
3619
Jennison Associates
New York
– -$123M -1,080,765 Closed
SSM
3620
Sound Shore Management
Connecticut
– -$62.2M -547,423 Closed
PHS
3621
PFM Health Sciences
California
– -$61.6M -542,811 Closed
SPS
3622
Susquehanna Portfolio Strategies
Pennsylvania
– -$38.2M -336,782 Closed
SC
3623
Samlyn Capital
New York
– -$34.3M -301,780 Closed
SFM
3624
Soros Fund Management
New York
– -$34.1M -300,000 Closed
William Blair Investment Management
3625
William Blair Investment Management
Illinois
– -$30.9M -272,247 Closed