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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
351
Evermay Wealth Management
Virginia
$328 – – –
SIC
352
Salem Investment Counselors
North Carolina
$328 – – –
ADL
353
Asset Dedication LLC
California
$295 – – –
WBC
354
West Branch Capital
Massachusetts
$246 – – –
FFL
355
Financial Freedom LLC
Ohio
$245 – – –
RWM
356
Raffa Wealth Management
District of Columbia
$245 – – –
DF
357
Dunhill Financial
United Kingdom
$229 +$220 +28 New
LFG
358
Larson Financial Group
Missouri
$221 +$55 +7 +35%
FMP
359
Financial Management Professionals
Texas
$205 – – –
AWM
360
Abound Wealth Management
Tennessee
$148 – – –
VWM
361
Vermillion Wealth Management
Minnesota
$82 – – –
AA
362
Addison Advisors
Vermont
$74 – – –
AFG
363
Albion Financial Group
Utah
$50 – – –
SIC
364
SJS Investment Consulting
Ohio
$50 – – –
IRC
365
Investors Research Corp
Georgia
$41 – – –
CIBC Private Wealth Group
366
CIBC Private Wealth Group
Georgia
$25 – – –
VWA
367
VSM Wealth Advisory
Maryland
$8 +$8 +1 New
SC
368
Sylebra Capital
California
– -$48.5M -8,273,331 Closed
SFM
369
Soros Fund Management
New York
– -$40.8M -5,189,486 Closed
PWAM
370
Park West Asset Management
California
– -$10.2M -1,747,726 Closed
Schroder Investment Management Group
371
Schroder Investment Management Group
United Kingdom
– -$5.94M -999,484 Closed
CM
372
Caption Management
Oklahoma
– -$7.19M -914,455 Closed
Blackstone Inc
373
Blackstone Inc
New York
– -$2.68M -457,917 Closed
Qube Research & Technologies (QRT)
374
Qube Research & Technologies (QRT)
United Kingdom
– -$2.24M -381,474 Closed
CAU
375
Caxton Associates (UK)
– -$2.05M -348,996 Closed