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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
501
Penserra Capital Management
California
$1K +$1.63K +108 New
DWA
502
Delos Wealth Advisors
Texas
$992
MA
503
MCF Advisors
Kentucky
$943 +$877 +58 New
BWM
504
BerganKDV Wealth Management
Minnesota
$846
BAM
505
Belpointe Asset Management
Nevada
$813 +$756 +50 New
FWM
506
Focused Wealth Management
New York
$813 +$756 +50 New
VCM
507
Versant Capital Management
Arizona
$764 +$711 +47 New
WA
508
WestEnd Advisors
North Carolina
$585 +$544 +36 New
MCC
509
Money Concepts Capital
Florida
$553 +$514 +34 New
MPCL
510
My Personal CFO LLC
Washington
$553 +$514 +34 New
CAS
511
Coppell Advisory Solutions
Texas
$537 +$499 +33 New
CASC
512
Coppell Advisory Solutions Corp
Texas
$537 +$499 +33 New
KFS
513
Kelly Financial Services
Massachusetts
$520
TWD
514
True Wealth Design
Ohio
$455 +$423 +28 New
WTC
515
WhitTier Trust Company
Nevada
$406 +$378 +25 New
HNB
516
Huntington National Bank
Ohio
$325 +$302 +20 New
WWM
517
Wolff Wiese Magana
California
$325 +$302 +20 New
TWP
518
TFO Wealth Partners
Ohio
$317 +$76 +5 New
HCM
519
Hollencrest Capital Management
California
$244 +$227 +15 New
ATC
520
Adirondack Trust Company
New York
$162
EIG
521
EdgePoint Investment Group
Ontario, Canada
-$122M -9,722,156 Closed
AIP
522
Atlas Infrastructure Partners
United Kingdom
-$78.3M -5,714,574 Closed
MP
523
Mangrove Partners
Connecticut
-$30.1M -2,404,263 Closed
GCM
524
Glendon Capital Management
California
-$25.1M -2,005,366 Closed
E
525
Ergoteles
New York
-$13.4M -1,072,866 Closed