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Name Holding Trade Value Shares
Change
Change in
Stake
M
401
MOTCO
Texas
$198 – – –
II
402
Inspire Investing
Idaho
$159 – – –
KFA
403
Kelleher Financial Advisors
New York
$119 +$157 +6 New
SC
404
SouthState Corp
Florida
$100 -$1.31K -50 -91%
AssetMark Inc
405
AssetMark Inc
California
$99 – – –
BCWM
406
Bartlett & Co Wealth Management
Ohio
$99 – – –
DF
407
DecisionPoint Financial
Arizona
$98 +$131 +5 New
CCWM
408
Cassaday & Co Wealth Management
Virginia
$80 – – –
3FI
409
3 Factor Indexing
California
$60 – – –
AWM
410
Activest Wealth Management
Florida
$59 -$105 -4 -57%
RWM
411
Raffa Wealth Management
District of Columbia
$40 – – –
MCA
412
Maryland Capital Advisors
Maryland
$40 +$52 +2 New
HFS
413
Hughes Financial Services
Virginia
$20 +$26 +1 New
VWA
414
Valued Wealth Advisors
Utah
$1 -$26 -1 Closed
Amundi
415
Amundi
France
– -$20.3M -684,036 Closed
WHCM
416
Wolf Hill Capital Management
Connecticut
– -$18.8M -633,516 Closed
MIM
417
Merewether Investment Management
Texas
– -$18.5M -623,377 Closed
ECM
418
ExodusPoint Capital Management
New York
– -$7.36M -247,536 Closed
EP
419
Edgestream Partners
New Jersey
– -$6.89M -231,874 Closed
RCMU
420
Rokos Capital Management (UK)
United Kingdom
– -$6.83M -229,817 Closed
LHCM
421
Lloyd Harbor Capital Management
New York
– -$6.54M -220,000 Closed
Walleye Capital
422
Walleye Capital
New York
– -$5.27M -201,569 Closed
SC
423
SummitTX Capital
Texas
– -$5.86M -197,018 Closed
QCM
424
Qsemble Capital Management
New York
– -$4.66M -156,844 Closed
Holocene Advisors
425
Holocene Advisors
New York
– -$4.66M -156,693 Closed