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Name Holding Trade Value Shares
Change
Change in
Stake
OP
651
ORG Partners
Indiana
$624 +$688 +4 New
AWM
652
Abound Wealth Management
Tennessee
$620 -$4.3K -25 -86%
WA
653
WestEnd Advisors
North Carolina
$620 +$516 +3 +300%
BFS
654
Bare Financial Services
Pennsylvania
$620 +$688 +4 New
BCM
655
Blume Capital Management
California
$620 +$688 +4 New
KIM
656
Kestra Investment Management
Texas
$620 +$688 +4 New
PWA
657
Physician Wealth Advisors
Utah
$620 +$688 +4 New
CSC
658
Caldwell Sutter Capital
California
$465
PWMG
659
Prestige Wealth Management Group
New Jersey
$465
AA
660
Ancora Advisors
Ohio
$465 +$516 +3 New
BHWM
661
Bay Harbor Wealth Management
Maryland
$464 +$516 +3 New
PWA
662
Principia Wealth Advisory
Texas
$448 -$688 -4 -57%
CPG
663
Cornerstone Planning Group
New Jersey
$443 +$516 +3 New
WW
664
Winnow Wealth
Texas
$438 +$172 +1 +50%
B
665
Birchbrook
Maine
$419
CA
666
Continuum Advisory
Idaho
$310
PWM
667
Parkworth Wealth Management
California
$310
ACA
668
American Capital Advisory
Idaho
$155 +$172 +1 New
HHGA
669
Halbert Hargrove Global Advisors
California
$155 +$172 +1 New
HIA
670
HFM Investment Advisors
New Jersey
$155 +$172 +1 New
PWAM
671
Private Wealth Asset Management
Iowa
$155 +$172 +1 New
PCTC
672
Perkins Coie Trust Company
Washington
$154 +$172 +1 New
LPC
673
Lone Pine Capital
Connecticut
-$428M -2,326,231 Closed
Westfield Capital Management
674
Westfield Capital Management
Massachusetts
-$117M -634,650 Closed
DCP
675
D1 Capital Partners
New York
-$108M -589,171 Closed