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Name Holding Trade Value Shares
Change
Change in
Stake
PS
1701
PayPay Securities
Japan
$799 – – –
QL
1702
Quarry LP
New York
$799 +$799 +7 New
PWM
1703
Proathlete Wealth Management
Florida
$685 – – –
TTIC
1704
Tower Trust & Investment Company
Iowa
$685 +$685 +6 New
BF
1705
Brooklyn FI
New York
$592 +$571 +5 New
QC
1706
Quent Capital
New York
$571 +$571 +5 New
HHGA
1707
Halbert Hargrove Global Advisors
California
$494 +$456 +4 New
AFG
1708
Albion Financial Group
Utah
$343 -$3.42K -30 -91%
FGC
1709
Financial Gravity Companies
Texas
$343 +$342 +3 New
RJA
1710
Ross\Johnson & Associates
Minnesota
$343 +$342 +3 New
DRP
1711
Decker Retirement Planning
Utah
$299 +$342 +3 New
BIM
1712
Bullseye Investment Management
Ohio
$228 – – –
GCM
1713
Gunpowder Capital Management
Maryland
$228 – – –
MAM
1714
Morse Asset Management
Connecticut
$228 +$228 +2 New
BCV
1715
Banque Cantonale Vaudoise
Switzerland
$142 -$31.4K -275 -18%
BC
1716
Bayforest Capital
United Kingdom
$114 – – –
HNW
1717
High Note Wealth
Minnesota
$114 – – –
RS
1718
Rakuten Securities
Japan
$114 – – –
MFS
1719
Montgomery Financial Services
Maryland
$114 +$114 +1 New
PCH
1720
Polar Capital Holdings
United Kingdom
– -$171M -1,441,167 Closed
SAG
1721
Susquehanna Advisors Group
Pennsylvania
– -$104M -878,600 Closed
SP
1722
SurgoCap Partners
New York
– -$61.2M -515,733 Closed
SCM
1723
Steadfast Capital Management
New York
– -$56.2M -474,047 Closed
ZIG
1724
Zurich Insurance Group
Switzerland
– -$43.7M -368,059 Closed
AAMU
1725
AEGON Asset Management (UK)
United Kingdom
– -$43M -364,254 Closed