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Name Holding Trade Value Shares
Change
Change in
Stake
HIW
526
Holos Integrated Wealth
Pennsylvania
$85 – – –
PWMG
527
Prestige Wealth Management Group
New Jersey
$85 – – –
FDW
528
Fourth Dimension Wealth
Ohio
$84 – – –
PWMA
529
Pension & Wealth Management Advisors
Massachusetts
$84 – – –
CTB
530
Country Trust Bank
Illinois
$78 – – –
GIA
531
GHP Investment Advisors
Colorado
$72 – – –
SCM
532
Sterling Capital Management
North Carolina
$65 – – –
SGK
533
Steigerwald Gordon & Koch
Virginia
$32 – – –
MAS
534
MPWM Advisory Solutions
Georgia
$26 -$37 -6 -60%
KB
535
Kimelman & Baird
New York
$26 – – –
SWA
536
SOA Wealth Advisors
New York
$26 – – –
B
537
Bayban
Minnesota
$26 +$25 +4 New
FGAM
538
Financial Gravity Asset Management
Texas
$19 +$19 +3 New
BW
539
Basepoint Wealth
Iowa
$12 +$12 +2 New
BWM
540
Bernard Wealth Management
Michigan
$7 – – –
BCWM
541
Bartlett & Co Wealth Management
Ohio
$6 – – –
SS
542
Sunbelt Securities
Texas
$6 – – –
SC
543
Swan Capital
Florida
$6 – – –
WP
544
Woodline Partners
California
– -$28.4M -5,910,688 Closed
PAMP
545
Polar Asset Management Partners
Ontario, Canada
– -$11.9M -2,476,179 Closed
Balyasny Asset Management
546
Balyasny Asset Management
Illinois
– -$6.92M -1,439,570 Closed
JFG
547
Jefferies Financial Group
New York
– -$4.6M -955,400 Closed
MIC
548
Maxi Investments CY
Cyprus
– -$3.3M -686,500 Closed
MPAM
549
Murphy Pohlad Asset Management
Minnesota
– -$1.37M -284,744 Closed
Mackenzie Financial
550
Mackenzie Financial
Ontario, Canada
– -$997K -207,360 Closed