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Name Holding Trade Value Shares
Change
Change in
Stake
SC
551
Schubert & Co
Texas
$135 -$11 -1 -8%
DI
552
Disciplined Investments
Oklahoma
$123 +$42 +4 +57%
HS
553
Horan Securities
United States
$117
BCH
554
Berkshire Capital Holdings
California
$112
TF
555
Tompkins Financial
New York
$112
LWP
556
Lumature Wealth Partners
Georgia
$101 +$95 +9 New
EWM
557
Evermay Wealth Management
Virginia
$90 +$84 +8 New
DWA
558
Delos Wealth Advisors
Texas
$79
JWM
559
Janiczek Wealth Management
Colorado
$75
HF
560
Halpern Financial
Virginia
$45
LFG
561
Larson Financial Group
Missouri
$34
TF
562
TimeScale Financial
Massachusetts
$34
TWD
563
True Wealth Design
Ohio
$34
GEA
564
Glen Eagle Advisors
New Jersey
$22 -$1.05K -100 -98%
TCM
565
Tradewinds Capital Management
Washington
$12
CIR
566
Clear Investment Research
Georgia
$11 -$231 -22 -96%
IHWM
567
Iron Horse Wealth Management
Iowa
$11
HIG
568
Herr Investment Group
Texas
-$12.7M -1,413,865 Closed
Point72 Asset Management
569
Point72 Asset Management
Connecticut
-$11M -1,224,100 Closed
BU
570
Builders Union
United Kingdom
-$10.8M -1,206,000 Closed
Coatue Management
571
Coatue Management
New York
-$9.9M -1,106,403 Closed
CC
572
Clearline Capital
New York
-$8.01M -895,157 Closed
PCM
573
Prentice Capital Management
Connecticut
-$7.29M -814,025 Closed
Simplex Trading
574
Simplex Trading
Illinois
-$3.64M -346,497 Closed
New York State Common Retirement Fund
575
New York State Common Retirement Fund
New York
-$2.87M -320,331 Closed