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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
RPA
2026
Redwood Park Advisors
California
$1.99K +$2.03K +4 New
CWM
2027
Cedar Wealth Management
California
$1.99K – – –
DCM
2028
Davis Capital Management
Florida
$1.99K – – –
NCM
2029
Northwest Capital Management
Oregon
$1.99K – – –
WWA
2030
Wingate Wealth Advisors
Massachusetts
$1.99K +$2.03K +4 New
FWM
2031
FLP Wealth Management
Arkansas
$1.58K +$1.52K +3 New
TWD
2032
True Wealth Design
Ohio
$1.57K +$1.52K +3 New
KB
2033
Kimelman & Baird
New York
$1.5K – – –
CAM
2034
Chesapeake Asset Management
New York
$1.49K – – –
PWM
2035
Parkworth Wealth Management
California
$1.49K +$1.52K +3 New
NS
2036
NBC Securities
Alabama
$1.21K -$1.23M -2,433 -100%
TFA
2037
Transamerica Financial Advisors
Florida
$1K – – –
WTFG
2038
Wood Tarver Financial Group
Idaho
$1K +$1.52K +3 New
W
2039
WealthCollab
Washington
$997 – – –
AWM
2040
Activest Wealth Management
Florida
$996 +$1.01K +2 New
MRP
2041
Measured Risk Portfolios
California
$996 +$1.01K +2 New
SMAM
2042
Sugar Maple Asset Management
Wisconsin
$996 +$1.01K +2 New
SSG
2043
Summit Securities Group
New York
$996 +$1.01K +2 New
PEAK6
2044
PEAK6
Illinois
$987 +$1.01K +2 New
PCFFS
2045
Pacific Center for Financial Services
California
$10 – – –
FCM
2046
Farallon Capital Management
California
– -$246M -475,334 Closed
Point72 Asset Management
2047
Point72 Asset Management
Connecticut
– -$80.6M -158,811 Closed
ZIG
2048
Zurich Insurance Group
Switzerland
– -$43.4M -84,006 Closed
PCH
2049
Polar Capital Holdings
United Kingdom
– -$28.7M -55,461 Closed
Hudson Bay Capital Management
2050
Hudson Bay Capital Management
Connecticut
– -$27.1M -52,480 Closed