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QXO Inc

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
626
Parkside Financial Bank & Trust
Missouri
$657 -$2.18K -117 -75%
APFP
627
Action Point Financial Planning
Michigan
$639 +$707 +38 New
CFM
628
Cornerstone Financial Management
Massachusetts
$622 – – –
TFA
629
Transamerica Financial Advisors
Florida
$622 +$186 +10 +38%
MCM
630
Manchester Capital Management
Vermont
$605 – – –
PWA
631
Physician Wealth Advisors
Utah
$553 +$37 +2 +7%
CFO
632
CVA Family Office
Colorado
$518 – – –
IAS
633
IMA Advisory Services
Colorado
$484 -$540 -29 -51%
QWM
634
Quaker Wealth Management
New Jersey
$484 +$484 +26 +1,300%
PWA
635
Principia Wealth Advisory
Texas
$363 -$56 -3 -13%
SEP
636
Signature Equity Partners
Ohio
$242 – – –
MCM
637
MV Capital Management
Maryland
$104 +$112 +6 New
SL
638
Salomon & Ludwin
Virginia
$99 – – –
PS
639
Planning Strategies
Pennsylvania
$86 +$93 +5 New
AF
640
Advisornet Financial
Minnesota
$69 +$74 +4 New
GIA
641
GHP Investment Advisors
Colorado
$18 – – –
CIAM
642
Caitong International Asset Management
Hong Kong
$17 -$313K -16,844 -100%
MCA
643
McGuire Capital Advisors
Oklahoma
$17 +$19 +1 New
MWA
644
Medallion Wealth Advisors
Connecticut
$17 +$19 +1 New
Focus Partners Wealth
645
Focus Partners Wealth
Massachusetts
– -$13.9M -715,680 Closed
VanEck Associates
646
VanEck Associates
New York
– -$12M -618,599 Closed
EAM
647
Exane Asset Management
France
– -$10.6M -475,031 Closed
DCM
648
Driehaus Capital Management
Illinois
– -$7.06M -366,041 Closed
SM
649
Samjo Management
New York
– -$6.14M -316,375 Closed
ACM
650
Atika Capital Management
New York
– -$5.13M -264,253 Closed