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Name Holding Trade Value Shares
Change
Change in
Stake
AIS
801
Advocate Investing Services
Maryland
$1.39K – – –
GIA
802
GHP Investment Advisors
Colorado
$1.39K – – –
MS
803
Monetary Solutions
Ohio
$1.39K +$1.53K +9 New
PP
804
Pacifica Partners
Canada
$1.3K – – –
CCWM
805
Cassaday & Co Wealth Management
Virginia
$1.23K -$10.2K -60 -88%
BIM
806
Breakwater Investment Management
Washington
$1.23K +$1.36K +8 New
CFG
807
CKW Financial Group
Hawaii
$1K +$1.53K +9 New
BLC
808
Brown, Lisle/Cummings
Rhode Island
$925 -$171 -1 -14%
AWM
809
Abound Wealth Management
Tennessee
$925 – – –
BDPWM
810
Barnes Dennig Private Wealth Management
Ohio
$925 +$1.02K +6 New
RFS
811
Richardson Financial Services
Massachusetts
$616 – – –
CJ
812
Caitlin John
Michigan
$487 – – –
MWM
813
Mosley Wealth Management
California
$462 +$512 +3 New
CIAM
814
Caitong International Asset Management
Hong Kong
$308 -$2.39K -14 -88%
CFM
815
Compass Financial Management
Florida
$154 +$171 +1 New
GCS
816
Gordian Capital (Singapore)
Singapore
$154 +$171 +1 New
CI
817
Cordant Inc
Oregon
$153 +$171 +1 New
DWM
818
Darwin Wealth Management
Florida
$41 – – –
KFG
819
Kingdom Financial Group
Arizona
$10 – – –
WCM Investment Management
820
WCM Investment Management
California
– -$140M -833,584 Closed
Jane Street
821
Jane Street
New York
– -$120M -702,777 Closed
Voloridge Investment Management
822
Voloridge Investment Management
Florida
– -$89.2M -520,926 Closed
MMH
823
Menora Mivtachim Holdings
Israel
– -$77.7M -453,650 Closed
ClearBridge Investments
824
ClearBridge Investments
New York
– -$32.4M -189,173 Closed
PTC
825
Petrus Trust Company
Texas
– -$26.1M -152,542 Closed