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Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
526
Cary Street Partners Investment Advisory
Virginia
$1.36K +$1.48K +30 New
WBC
527
West Branch Capital
Massachusetts
$1.08K -$12K -243 -91%
VCM
528
Versant Capital Management
Arizona
$1.08K -$841 -17 -41%
RWM
529
Raffa Wealth Management
District of Columbia
$1.04K -$643 -13 -36%
Loomis, Sayles & Company
530
Loomis, Sayles & Company
Massachusetts
$1K – – –
TFA
531
Transamerica Financial Advisors
Florida
$1K – – –
DWA
532
Delos Wealth Advisors
Texas
$904 – – –
ZB
533
Zions Bancorporation
Utah
$723 -$1.29K -26 -62%
FFA
534
Farther Finance Advisors
California
$723 +$791 +16 New
IAA
535
Independent Advisor Alliance
North Carolina
$699 +$88.1K +1,780 +13%
CFO
536
CVA Family Office
Colorado
$678 -$23K -465 -97%
FA
537
Fiduciary Alliance
South Carolina
$678 +$742 +15 New
FFL
538
Financial Freedom LLC
Ohio
$543 +$594 +12 New
IFAM
539
Institutional & Family Asset Management
Colorado
$452 – – –
WWM
540
Wolff Wiese Magana
California
$452 +$495 +10 New
Fidelity International
541
Fidelity International
Bermuda
$407 +$247 +5 +125%
HIA
542
Harbor Investment Advisory
Maryland
$362 – – –
SC
543
Schubert & Co
Texas
$226 -$148 -3 -38%
DI
544
Disciplined Investments
Oklahoma
$181 -$99 -2 -33%
SIC
545
SJS Investment Consulting
Ohio
$136 +$99 +2 +200%
HNB
546
Huntington National Bank
Ohio
$90 – – –
TWD
547
True Wealth Design
Ohio
$45 +$49 +1 New
ACM
548
Atika Capital Management
New York
– -$14M -252,500 Closed
DFO
549
Duquesne Family Office
New York
– -$13.8M -249,305 Closed
FRA
550
Frank Rimerman Advisors
California
– -$173K -166,050 Closed