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Name Holding Trade Value Shares
Change
Change in
Stake
PS
1451
PayPay Securities
Japan
$1.35K -$1.35K -39 -49%
RWM
1452
Raffa Wealth Management
District of Columbia
$1.35K – – –
NWM
1453
Nova Wealth Management
Florida
$1.35K +$1.39K +40 New
SIC
1454
SJS Investment Consulting
Ohio
$1.28K -$9.68K -279 -88%
RWM
1455
Rialto Wealth Management
New York
$1.01K -$243 -7 -19%
DFA
1456
DHJJ Financial Advisors
Illinois
$1.01K – – –
HIA
1457
HFM Investment Advisors
New Jersey
$913 +$590 +17 +170%
GPFA
1458
Game Plan Financial Advisors
Ohio
$676 – – –
RJA
1459
Ross\Johnson & Associates
Minnesota
$676 – – –
QWM
1460
Quaker Wealth Management
New Jersey
$676 +$694 +20 New
BC
1461
Barrett & Company
Rhode Island
$575 – – –
VWA
1462
Valued Wealth Advisors
Utah
$554 -$277 -8 -33%
SWA
1463
SOA Wealth Advisors
New York
$509 -$102K -2,933 -99%
HFS
1464
Hughes Financial Services
Virginia
$493 -$1.18K -34 -69%
FG
1465
Fairman Group
Pennsylvania
$477 – – –
DF
1466
DecisionPoint Financial
Arizona
$352 +$347 +10 New
WBC
1467
West Branch Capital
Massachusetts
$237 – – –
MWM
1468
MorganRosel Wealth Management
Colorado
$203 – – –
SC
1469
Stephens Consulting
Michigan
$203 +$208 +6 New
TIM
1470
Total Investment Management
Arizona
$175 +$173 +5 New
HNW
1471
High Note Wealth
Minnesota
$135 -$35 -1 -20%
CG
1472
Carmignac Gestion
France
– -$192M -4,605,000 Closed
PIM
1473
Platinum Investment Management
Australia
– -$88M -2,105,343 Closed
DKCM
1474
Davidson Kempner Capital Management
New York
– -$34.9M -835,440 Closed
TAM
1475
Todd Asset Management
Kentucky
– -$33.9M -812,152 Closed