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Name Holding Trade Value Shares
Change
Change in
Stake
FFL
801
Financial Freedom LLC
Ohio
$297 – – –
QWM
802
Quaker Wealth Management
New Jersey
$285 -$86 -3 -21%
CSC
803
Caldwell Sutter Capital
California
$259 – – –
FC
804
Financial Consulate
Maryland
$259 – – –
EIP
805
Essential Investment Partners
Colorado
$259 +$288 +10 New
HPWM
806
High Point Wealth Management
New Jersey
$259 +$288 +10 New
SA
807
Seneschal Advisors
Washington
$234 +$29 +1 +13%
FAMI
808
Fideuram Asset Management (Ireland)
$209 +$230 +8 New
DF
809
DecisionPoint Financial
Arizona
$156 – – –
BHWM
810
Beaird Harris Wealth Management
Texas
$130 – – –
IAS
811
IMA Advisory Services
Colorado
$129 – – –
TFA
812
Toth Financial Advisory
Virginia
$104 +$58 +2 +100%
MWPCG
813
Measured Wealth Private Client Group
New Hampshire
$104 +$115 +4 New
ACA
814
Atlas Capital Advisors
Wyoming
$103 +$115 +4 New
HI
815
Hoey Investments
Pennsylvania
$78 – – –
TFM
816
TFC Financial Management
Massachusetts
$78 – – –
NMG
817
New Millennium Group
Utah
$52 +$58 +2 New
SFG
818
Strive Financial Group
Indiana
$52 +$58 +2 New
Baillie Gifford & Co
819
Baillie Gifford & Co
United Kingdom
– -$251M -7,800,244 Closed
FGP
820
Freestone Grove Partners
California
– -$78.1M -2,428,053 Closed
Westfield Capital Management
821
Westfield Capital Management
Massachusetts
– -$65.1M -2,023,270 Closed
Balyasny Asset Management
822
Balyasny Asset Management
Illinois
– -$57.5M -1,997,108 Closed
Coatue Management
823
Coatue Management
New York
– -$54M -1,678,764 Closed
Blackstone Inc
824
Blackstone Inc
New York
– -$49.1M -1,525,000 Closed
OTPPB
825
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$48.1M -1,494,452 Closed