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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
2051
Strategic Investment Solutions
Illinois
$792 -$12.8K -213 -95%
HIA
2052
HFM Investment Advisors
New Jersey
$781 +$120 +2 +22%
BCM
2053
Blume Capital Management
California
$711 – – –
VWM
2054
Vermillion Wealth Management
Minnesota
$676 +$60 +1 +11%
MWM
2055
MorganRosel Wealth Management
Colorado
$639 – – –
PMIM
2056
Prudent Man Investment Management
Colorado
$530 – – –
OA
2057
Operose Advisors
Wisconsin
$526 – – –
IWP
2058
IAG Wealth Partners
Wisconsin
$426 – – –
OSNBOA
2059
Old Second National Bank of Aurora
Illinois
$426 +$360 +6 New
RJA
2060
Ross\Johnson & Associates
Minnesota
$355 -$1.62K -27 -84%
KFGG
2061
Keystone Financial Group (Georgia)
Georgia
$308 – – –
MSFP
2062
Mark Sheptoff Financial Planning
Connecticut
$284 – – –
OWP
2063
ORG Wealth Partners
Texas
$220 -$720 -12 -80%
TFA
2064
Transamerica Financial Advisors
Florida
$217 – – –
1IA
2065
1620 Investment Advisors
Massachusetts
$142 – – –
EPW
2066
Evergreen Private Wealth
Colorado
$142 – – –
CW
2067
Curio Wealth
Maryland
$142 +$120 +2 New
RWS
2068
Retirement Wealth Solutions
Wisconsin
$123 – – –
DWS
2069
Dynamic Wealth Strategies
California
$71 – – –
IAG
2070
Innovative Advisory Group
Massachusetts
$71 – – –
Sands Capital Management
2071
Sands Capital Management
Virginia
– -$238M -3,754,580 Closed
Artisan Partners
2072
Artisan Partners
Wisconsin
– -$185M -2,920,232 Closed
Capital Research Global Investors
2073
Capital Research Global Investors
California
– -$154M -2,432,544 Closed
SIM
2074
Seilern Investment Management
United Kingdom
– -$73.1M -1,152,119 Closed
SPC
2075
Slate Path Capital
New York
– -$54.4M -857,000 Closed