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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1001
American Capital Advisory
Idaho
$1.61K +$479 +6 +50%
FMP
1002
Financial Management Professionals
Texas
$1.61K +$1.44K +18 New
QWM
1003
Quaker Wealth Management
New Jersey
$1.61K +$1.44K +18 New
SC
1004
Stephens Consulting
Michigan
$1.43K +$1.28K +16 New
PIM
1005
Plato Investment Management
Australia
$1.43K +$80 +1 +7%
RAM
1006
Riggs Asset Management
Pennsylvania
$1.25K
SRCM
1007
Signature Resources Capital Management
California
$1.25K +$1.12K +14 New
HIA
1008
HFM Investment Advisors
New Jersey
$1.07K +$639 +8 +200%
PWM
1009
Parkworth Wealth Management
California
$984 +$479 +6 +120%
CIAS
1010
CBIZ Investment Advisory Services
Ohio
$894 +$798 +10 New
OP
1011
ORG Partners
Indiana
$887 +$798 +10 New
WA
1012
WestEnd Advisors
North Carolina
$805 -$239 -3 -25%
ADL
1013
Asset Dedication LLC
California
$805
PWMG
1014
Prestige Wealth Management Group
New Jersey
$805
VWA
1015
Valued Wealth Advisors
Utah
$805
CT
1016
Clearstead Trust
Maine
$805 +$718 +9 New
Q1WB
1017
Quest 10 Wealth Builders
Virginia
$491
LFA
1018
LGT Financial Advisors
Texas
$448 +$399 +5 New
GWSG
1019
GPS Wealth Strategies Group
Colorado
$447 +$319 +4 +400%
IAS
1020
IMA Advisory Services
Colorado
$358 +$319 +4 New
CIA
1021
Cape Investment Advisory
Georgia
$89
KA
1022
Kozak & Associates
Colorado
$22 -$6.15K -77 Closed
TB
1023
Thoma Bravo
Illinois
-$3.25B -42,804,207 Closed
GQG Partners
1024
GQG Partners
Florida
-$50.1M -660,595 Closed
SFM
1025
Soros Fund Management
New York
-$47.5M -625,634 Closed