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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
701
Lenox Wealth Management
Ohio
$2K – – –
LWCFA
702
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K – – –
Rockefeller Capital Management
703
Rockefeller Capital Management
New York
$2K – – –
PWMG
704
Prestige Wealth Management Group
New Jersey
$2K +$1.82K +32 New
FTI
705
Fiduciary Trust International
Massachusetts
$2K +$2.28K +40 New
OFW
706
Omnia Family Wealth
Florida
$2K +$2.51K +44 New
GWS
707
Glassman Wealth Services
Virginia
$1K -$5.93K -104 -83%
FHA
708
First Horizon Advisors
Tennessee
$1K -$4.9K -86 -78%
Fidelity International
709
Fidelity International
Bermuda
$1K -$114 -2 -17%
CMBA
710
C.M. Bidwell & Associates
Hawaii
$1K – – –
FLI
711
Family Legacy Inc
South Carolina
$1K – – –
LFG
712
LifePlan Financial Group
Ohio
$1K – – –
TL
713
TrueWealth LLC
Georgia
$1K – – –
WF
714
WealthTrust Fairport
Ohio
$1K – – –
CC
715
Claybrook Capital
Massachusetts
$1K +$570 +10 New
WDL
716
Well Done LLC
Michigan
$1K +$570 +10 New
AIA
717
Alera Investment Advisors
Illinois
$1K +$798 +14 New
GWMIA
718
Global Wealth Management Investment Advisory
Florida
$1K +$1.48K +26 New
BC
719
Blackstart Capital
New York
– -$21.1M -370,290 Closed
Point72 Asset Management
720
Point72 Asset Management
Connecticut
– -$20M -352,400 Closed
SHA
721
Shelter Harbor Advisors
Connecticut
– -$11.4M -200,000 Closed
CC
722
Covalis Capital
United Kingdom
– -$9.86M -173,436 Closed
CGM
723
Centenus Global Management
New York
– -$9.1M -160,000 Closed
OTPPB
724
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$8.87M -156,000 Closed
EGM
725
Engineers Gate Manager
New York
– -$7.44M -130,840 Closed