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Name Holding Trade Value Shares
Change
Change in
Stake
OP
701
ORG Partners
Indiana
$1.71K +$1.64K +11 New
VWA
702
Valued Wealth Advisors
Utah
$1.68K -$19.8K -133 -92%
PPA
703
Painted Porch Advisors
California
$1.53K – – –
FNWA
704
Financial Network Wealth Advisors
Utah
$1.53K +$1.49K +10 New
RWM
705
Rialto Wealth Management
New York
$1.37K +$1.34K +9 New
BGAI
706
Bruce G. Allen Investments
Colorado
$916 -$149 -1 -14%
HFS
707
Hughes Financial Services
Virginia
$776 +$746 +5 New
T
708
Transce3nd
Texas
$763 -$298 -2 -29%
PWA
709
Principia Wealth Advisory
Texas
$615 +$596 +4 New
PWM
710
Parkworth Wealth Management
California
$611 – – –
HIA
711
HFM Investment Advisors
New Jersey
$611 +$596 +4 New
KIM
712
Kestra Investment Management
Texas
$611 +$596 +4 New
BWL
713
Bogart Wealth LLC
Virginia
$458 +$447 +3 New
BHWM
714
Bay Harbor Wealth Management
Maryland
$457 +$447 +3 New
APW
715
Aventura Private Wealth
Florida
$153 – – –
SFGP
716
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$153 +$149 +1 New
TWD
717
True Wealth Design
Ohio
$153 +$149 +1 New
WCM
718
WealthTrak Capital Management
Virginia
$153 +$149 +1 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
719
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$20.8M -164,000 Closed
TC
720
TwinBeech Capital
New York
– -$17.1M -134,499 Closed
FGP
721
Freestone Grove Partners
California
– -$14.6M -115,046 Closed
IG
722
ING Group
Netherlands
– -$13.9M -109,000 Closed
LOAMS
723
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$6.8M -53,519 Closed
PI
724
PGGM Investments
Netherlands
– -$6.73M -52,953 Closed
Jacobs Levy Equity Management
725
Jacobs Levy Equity Management
New Jersey
– -$4.54M -35,745 Closed