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Name Holding Trade Value Shares
Change
Change in
Stake
CT
826
Clearstead Trust
Maine
$721 +$699 +3 New
SC
827
Stephens Consulting
Michigan
$721 +$699 +3 New
ACA
828
American Capital Advisory
Idaho
$481 – – –
QWM
829
Quaker Wealth Management
New Jersey
$481 +$466 +2 New
BLC
830
Brown, Lisle/Cummings
Rhode Island
$480 – – –
TIM
831
Total Investment Management
Arizona
$480 +$466 +2 New
CTWM
832
Cherry Tree Wealth Management
Minnesota
$361 – – –
TFM
833
TFC Financial Management
Massachusetts
$241 – – –
AGWCA
834
Annis Gardner Whiting Capital Advisors
Florida
$241 +$233 +1 New
LFA
835
LGT Financial Advisors
Texas
$241 +$233 +1 New
CIAS
836
CBIZ Investment Advisory Services
Ohio
$240 +$233 +1 New
IAS
837
IMA Advisory Services
Colorado
$240 +$233 +1 New
Balyasny Asset Management
838
Balyasny Asset Management
Illinois
– -$21M -92,709 Closed
DA
839
Dash Acquisitions
California
– -$5.39M -23,300 Closed
CF
840
Corebridge Financial
Texas
– -$5.12M -22,577 Closed
LP
841
LMR Partners
United Kingdom
– -$4.11M -18,148 Closed
EP
842
Edgestream Partners
New Jersey
– -$3.64M -16,055 Closed
AF
843
Avanza Fonder
Sweden
– -$2M -8,785 Closed
VNIM
844
Vaughan Nelson Investment Management
Texas
– -$1.66M -7,325 Closed
SM
845
Sciencast Management
New Jersey
– -$1.63M -7,200 Closed
HIP
846
Harrell Investment Partners
Texas
– -$1.55M -6,855 Closed
CVA
847
Central Valley Advisors
California
– -$1.49M -6,576 Closed
N
848
Numerai
California
– -$1.38M -6,080 Closed
JFG
849
Jefferies Financial Group
New York
– -$1.07M -4,708 Closed
Marshall Wace
850
Marshall Wace
United Kingdom
– -$929K -4,100 Closed