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Name Holding Trade Value Shares
Change
Change in
Stake
TWD
626
True Wealth Design
Ohio
$749 +$284 +3 +60%
KB
627
Kimelman & Baird
New York
$749 +$757 +8 New
MCM
628
MV Capital Management
Maryland
$656 -$95 -1 -13%
PS
629
PayPay Securities
Japan
$655 -$473 -5 -42%
T
630
Tidemark
California
$468 +$473 +5 New
AF
631
Advisornet Financial
Minnesota
$374 -$947 -10 -71%
TFF
632
The Family Firm
Maryland
$374 +$379 +4 New
MA
633
Montag & Associates
Georgia
$281 – – –
BF
634
BOK Financial
Oklahoma
$281 +$284 +3 New
GI
635
Gradient Investments
Minnesota
$281 +$284 +3 New
CPG
636
Cornerstone Planning Group
New Jersey
$249 – – –
TIM
637
Tortoise Investment Management
New York
$187 – – –
BWP
638
Baldwin Wealth Partners
Massachusetts
$187 +$189 +2 New
BHWM
639
Beaird Harris Wealth Management
Texas
$9 – – –
AssetMark Inc
640
AssetMark Inc
California
$3 – – –
DWM
641
Dogwood Wealth Management
Kansas
$2 – – –
BAAM
642
Baker Avenue Asset Management
California
– -$565K -525,379 Closed
Alyeska Investment Group
643
Alyeska Investment Group
Illinois
– -$52.1M -498,289 Closed
SHCM
644
Sachem Head Capital Management
New York
– -$49.8M -475,900 Closed
SFM
645
Soros Fund Management
New York
– -$40.4M -426,326 Closed
WorldQuant Millennium Advisors
646
WorldQuant Millennium Advisors
New York
– -$37.7M -360,363 Closed
Point72 Asset Management
647
Point72 Asset Management
Connecticut
– -$25.4M -243,100 Closed
IG
648
ING Group
Netherlands
– -$24.8M -236,800 Closed
MWM
649
Moran Wealth Management
Florida
– -$16.6M -158,479 Closed
Two Sigma Advisers
650
Two Sigma Advisers
New York
– -$16.1M -154,160 Closed