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Name Holding Trade Value Shares
Change
Change in
Stake
PP
301
PFS Partners
New Jersey
$4.31K +$4.93K +100 New
WT
302
Whittier Trust
California
$4K -$18.5K -375 -79%
BWM
303
BerganKDV Wealth Management
Minnesota
$4K +$4.93K +100 New
TC
304
Truvestments Capital
Florida
$4K +$4.93K +100 New
AssetMark Inc
305
AssetMark Inc
California
$3K -$99 -2 -3%
TWA
306
TCI Wealth Advisors
Arizona
$3K +$2.96K +60 New
RPCONE
307
Retirement Planning Company of New England
Rhode Island
$3K +$3.8K +77 New
FP
308
Financial Perspectives
Minnesota
$2.89K -$8.29K -168 -71%
RA
309
Rise Advisors
New York
$2.37K +$2.71K +55 New
PWMG
310
Prestige Wealth Management Group
New Jersey
$2K +$1.82K +37 New
HS
311
Horan Securities
United States
$2K +$1.87K +38 New
CWP
312
Concord Wealth Partners
Virginia
$2K +$2.12K +43 New
SIC
313
Salem Investment Counselors
North Carolina
$2K +$2.47K +50 New
TCM
314
Tradewinds Capital Management
Washington
$2K +$2.47K +50 New
Manulife (Manufacturers Life Insurance)
315
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.63K -$910K -18,448 -33%
CI Investments Inc
316
CI Investments Inc
Ontario, Canada
$1K
EWM
317
Edge Wealth Management
New York
$1K
BIA
318
Bell Investment Advisors
California
$1K +$493 +10 +59%
PHK
319
Point72 Hong Kong
Hong Kong
$1K +$888 +18 New
CWA
320
Clearview Wealth Advisors
Oregon
$1K +$1.23K +25 New
BBPWM
321
Blue Bell Private Wealth Management
Pennsylvania
$1K +$1.48K +30 New
WBC
322
West Branch Capital
Massachusetts
$1K +$1.48K +30 New
Coatue Management
323
Coatue Management
New York
-$596M -11,332,361 Closed
SM
324
SCGE Management
California
-$49.6M -942,304 Closed
Blackstone Inc
325
Blackstone Inc
New York
-$23.5M -445,768 Closed