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Name Holding Trade Value Shares
Change
Change in
Stake
AAG
726
Armstrong Advisory Group
Massachusetts
$1.11K – – –
AFG
727
Albion Financial Group
Utah
$1.11K +$1.07K +23 New
NWM
728
Navigoe Wealth Management
California
$1K – – –
OC
729
Oakworth Capital
Alabama
$964 – – –
AWM
730
Abound Wealth Management
Tennessee
$964 +$933 +20 New
ECA
731
Elevated Capital Advisors
Utah
$915 – – –
SFS
732
Sunrise Financial Services
Washington
$915 – – –
B
733
Bayban
Minnesota
$867 -$44.3K -950 -98%
MWC
734
MBM Wealth Consultants
Missouri
$771 +$746 +16 New
SVCP
735
Silicon Valley Capital Partners
California
$723 +$699 +15 New
GCP
736
Gill Capital Partners
Colorado
$675 +$653 +14 New
GAG
737
Goodman Advisory Group
Massachusetts
$482 – – –
SMBT
738
Southern Michigan Bank & Trust
Michigan
$434 +$420 +9 New
PWMA
739
Pension & Wealth Management Advisors
Massachusetts
$385 – – –
T
740
Tidemark
California
$385 – – –
ADL
741
Asset Dedication LLC
California
$290 -$84.2K -1,806 -100%
NWS
742
Nvest Wealth Strategies
Ohio
$290 +$280 +6 New
PCA
743
PMV Capital Advisers
Texas
$241 +$233 +5 New
SWIM
744
Smallwood Wealth Investment Management
New Jersey
$192 – – –
DWM
745
Darwin Wealth Management
Florida
$120 – – –
TFA
746
Toth Financial Advisory
Virginia
$97 – – –
Wellington Management Group
747
Wellington Management Group
Massachusetts
– -$142M -2,928,047 Closed
Hotchkis & Wiley Capital Management
748
Hotchkis & Wiley Capital Management
California
– -$93.9M -1,938,207 Closed
Hudson Bay Capital Management
749
Hudson Bay Capital Management
Connecticut
– -$28.1M -580,050 Closed
Point72 Asset Management
750
Point72 Asset Management
Connecticut
– -$16.1M -331,765 Closed