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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
2051
Blume Capital Management
California
$711
VWM
2052
Vermillion Wealth Management
Minnesota
$676 +$60 +1 +11%
MWM
2053
MorganRosel Wealth Management
Colorado
$639
PMIM
2054
Prudent Man Investment Management
Colorado
$530
OA
2055
Operose Advisors
Wisconsin
$526
IWP
2056
IAG Wealth Partners
Wisconsin
$426
OSNBOA
2057
Old Second National Bank of Aurora
Illinois
$426 +$360 +6 New
RJA
2058
Ross\Johnson & Associates
Minnesota
$355 -$1.62K -27 -84%
KFGG
2059
Keystone Financial Group (Georgia)
Georgia
$308
MSFP
2060
Mark Sheptoff Financial Planning
Connecticut
$284
OWP
2061
ORG Wealth Partners
Texas
$220 -$720 -12 -80%
TFA
2062
Transamerica Financial Advisors
Florida
$217
1IA
2063
1620 Investment Advisors
Massachusetts
$142
EPW
2064
Evergreen Private Wealth
Colorado
$142
CW
2065
Curio Wealth
Maryland
$142 +$120 +2 New
RWS
2066
Retirement Wealth Solutions
Wisconsin
$123
DWS
2067
Dynamic Wealth Strategies
California
$71
Sands Capital Management
2068
Sands Capital Management
Virginia
-$238M -3,754,580 Closed
Artisan Partners
2069
Artisan Partners
Wisconsin
-$185M -2,920,232 Closed
Capital Research Global Investors
2070
Capital Research Global Investors
California
-$154M -2,432,544 Closed
SIM
2071
Seilern Investment Management
United Kingdom
-$73.1M -1,152,119 Closed
SPC
2072
Slate Path Capital
New York
-$54.4M -857,000 Closed
CM
2073
Cercano Management
Washington
-$20.8M -327,194 Closed
BL
2074
BWCP LP
Texas
-$18.9M -297,891 Closed
CF
2075
Corebridge Financial
Texas
-$16.7M -263,457 Closed