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Name Holding Trade Value Shares
Change
Change in
Stake
SWAG
1276
Spectrum Wealth Advisory Group
California
$1.01K +$1.06K +5 New
RWS
1277
Retirement Wealth Solutions
Wisconsin
$1.01K – – –
SA
1278
Seneschal Advisors
Washington
$807 – – –
WCM
1279
Westend Capital Management
California
$806 -$213 -1 -20%
AWM
1280
Activest Wealth Management
Florida
$806 +$852 +4 New
DF
1281
DecisionPoint Financial
Arizona
$806 +$852 +4 New
MIM
1282
Marshall Investment Management
Colorado
$806 +$852 +4 New
DRP
1283
Decker Retirement Planning
Utah
$675 +$639 +3 New
CTWM
1284
Cherry Tree Wealth Management
Minnesota
$605 – – –
BIM
1285
Breakwater Investment Management
Washington
$605 +$639 +3 New
HHGA
1286
Halbert Hargrove Global Advisors
California
$574 +$639 +3 New
TAP
1287
Tounjian Advisory Partners
Florida
$418 +$426 +2 New
3FI
1288
3 Factor Indexing
California
$404 – – –
NWS
1289
Nvest Wealth Strategies
Ohio
$404 – – –
AP
1290
Aspect Partners
Virginia
$403 – – –
MB
1291
MidFirst Bank
Oklahoma
$403 – – –
DF
1292
Downshift Financial
Colorado
$202 +$213 +1 New
MCA
1293
Maryland Capital Advisors
Maryland
$202 +$213 +1 New
NL
1294
NVWM LLC
Pennsylvania
$202 +$213 +1 New
PMFA
1295
Plante Moran Financial Advisors
Michigan
$202 +$213 +1 New
Capital Research Global Investors
1296
Capital Research Global Investors
California
– -$70.9M -338,994 Closed
Canada Pension Plan Investment Board
1297
Canada Pension Plan Investment Board
Ontario, Canada
– -$61.8M -295,486 Closed
Lord, Abbett & Co
1298
Lord, Abbett & Co
New Jersey
– -$56.2M -268,931 Closed
EC
1299
E20 Capital
– -$25.6M -122,692 Closed
VCP
1300
Varenne Capital Partners
France
– -$25.4M -121,042 Closed