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Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
776
Ogorek Anthony Joseph
New York
$1K +$1.43K +37 New
PWA
777
Physician Wealth Advisors
Utah
$963 – – –
MAS
778
MPWM Advisory Solutions
Georgia
$922 – – –
CWP
779
Clark Wealth Partners
Illinois
$922 +$886 +23 New
RWM
780
Ruedi Wealth Management
Illinois
$842 – – –
TFM
781
TFC Financial Management
Massachusetts
$769 – – –
PWA
782
Principia Wealth Advisory
Texas
$687 +$154 +4 +29%
HFS
783
Hughes Financial Services
Virginia
$606 +$578 +15 New
BHWM
784
Bay Harbor Wealth Management
Maryland
$481 +$462 +12 New
PWM
785
Parkworth Wealth Management
California
$361 – – –
VWA
786
Valued Wealth Advisors
Utah
$361 – – –
CT
787
Colonial Trust
South Carolina
$361 +$347 +9 New
ACA
788
American Capital Advisory
Idaho
$281 +$270 +7 New
HIA
789
HFM Investment Advisors
New Jersey
$241 +$231 +6 New
PWMG
790
Private Wealth Management Group
New Jersey
$201 – – –
RPA
791
Redwood Park Advisors
California
$201 +$193 +5 New
CAM
792
Chesapeake Asset Management
New York
$200 – – –
SFGP
793
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$200 +$193 +5 New
HNW
794
High Note Wealth
Minnesota
$160 – – –
GA
795
GoalVest Advisory
New York
$160 +$154 +4 New
CIA
796
Cape Investment Advisory
Georgia
$120 – – –
Point72 Asset Management
797
Point72 Asset Management
Connecticut
– -$53.2M -1,447,335 Closed
Fidelity International
798
Fidelity International
Bermuda
– -$49.4M -1,343,890 Closed
Balyasny Asset Management
799
Balyasny Asset Management
Illinois
– -$23.6M -642,783 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
800
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$17.3M -471,648 Closed