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Name Holding Trade Value Shares
Change
Change in
Stake
NECFA
1876
New England Capital Financial Advisors
Connecticut
$1.77K – – –
GCS
1877
Gordian Capital (Singapore)
Singapore
$1.61K -$128K -800 -99%
IW
1878
Imprint Wealth
South Carolina
$1.61K -$20.6K -128 -93%
AAG
1879
Accordant Advisory Group
Maryland
$1.61K – – –
BCH
1880
Berkshire Capital Holdings
California
$1.61K – – –
EIP
1881
Essential Investment Partners
Colorado
$1.61K +$1.61K +10 New
GWM
1882
Gilpin Wealth Management
Colorado
$1.61K +$1.61K +10 New
HPWM
1883
High Point Wealth Management
New Jersey
$1.61K +$1.61K +10 New
MWPCG
1884
Measured Wealth Private Client Group
New Hampshire
$1.61K +$1.61K +10 New
CVM
1885
Cheviot Value Management
California
$1.39K – – –
BCM
1886
Blume Capital Management
California
$1.29K – – –
PS
1887
PayPay Securities
Japan
$1.13K – – –
AFG
1888
Albion Financial Group
Utah
$483 – – –
CFP
1889
Comprehensive Financial Planning
Pennsylvania
$482 +$482 +3 New
SC
1890
Stephens Consulting
Michigan
$322 – – –
BIM
1891
Bullseye Investment Management
Ohio
$322 +$321 +2 New
GCM
1892
Gunpowder Capital Management
Maryland
$322 +$321 +2 New
HNW
1893
High Note Wealth
Minnesota
$161 – – –
RS
1894
Rakuten Securities
Japan
$161 – – –
RFG
1895
REAP Financial Group
Texas
$161 – – –
FAM
1896
Foxhaven Asset Management
Virginia
– -$156M -1,051,834 Closed
WRCM
1897
Whale Rock Capital Management
Massachusetts
– -$114M -765,466 Closed
SEP
1898
Soma Equity Partners
California
– -$45.4M -305,710 Closed
New York State Common Retirement Fund
1899
New York State Common Retirement Fund
New York
– -$44.5M -299,469 Closed
WAM
1900
WT Asset Management
Hong Kong
– -$33M -222,200 Closed