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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
2051
Mark Sheptoff Financial Planning
Connecticut
$2.11K +$2K +4 New
PWM
2052
Proathlete Wealth Management
Florida
$2.11K +$2K +4 New
TIM
2053
Total Investment Management
Arizona
$2.11K +$2K +4 New
SC
2054
Sawyer & Company
Massachusetts
$2.04K +$2.5K +5 New
DF
2055
DecisionPoint Financial
Arizona
$1.59K +$1.5K +3 New
RS
2056
Rakuten Securities
Japan
$1.58K -$19K -38 -93%
KB
2057
Kimelman & Baird
New York
$1.58K
IAS
2058
IMA Advisory Services
Colorado
$1.58K +$1.5K +3 New
CTWM
2059
Cherry Tree Wealth Management
Minnesota
$1.32K -$25.5K -51 -94%
WTFG
2060
Wood Tarver Financial Group
Idaho
$1K
PEAK6
2061
PEAK6
Illinois
$975
CIA
2062
Cape Investment Advisory
Georgia
$527
RJA
2063
Ross\Johnson & Associates
Minnesota
$527
WPA
2064
Wealth Preservation Advisors
Tennessee
$527
TFA
2065
Transamerica Financial Advisors
Florida
$389 -$499 -1 -50%
Voloridge Investment Management
2066
Voloridge Investment Management
Florida
-$102M -200,299 Closed
Westfield Capital Management
2067
Westfield Capital Management
Massachusetts
-$76.9M -151,399 Closed
N
2068
Natixis
France
-$46.7M -93,055 Closed
CF
2069
Corebridge Financial
Texas
-$43M -84,589 Closed
ADEF
2070
Adams Diversified Equity Fund
Maryland
-$25.9M -51,000 Closed
AIM
2071
Artemis Investment Management
United Kingdom
-$22.5M -44,373 Closed
DSAM
2072
Dock Street Asset Management
Florida
-$14.5M -28,462 Closed
IMC Chicago
2073
IMC Chicago
Illinois
-$14.1M -28,164 Closed
SC
2074
SummitTX Capital
Texas
-$13.3M -26,234 Closed
AIMCA
2075
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$11.8M -23,135 Closed