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TFS Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PS
176
Principal Securities
Iowa
$452 – – –
CPG
177
Cornerstone Planning Group
New Jersey
$447 +$448 +35 New
SC
178
SouthState Corp
Florida
$372 +$384 +30 New
SIC
179
SJS Investment Consulting
Ohio
$347 +$51 +4 +17%
GFPC
180
Global Financial Private Client
Florida
$347 +$243 +19 +211%
SW
181
SVB Wealth
Massachusetts
$335 +$346 +27 New
WA
182
WPG Advisers
Maryland
$310 – – –
AF
183
Advisornet Financial
Minnesota
$285 – – –
DPW
184
DiNuzzo Private Wealth
Pennsylvania
$273 – – –
UB
185
UMB Bank
Missouri
$248 +$256 +20 New
PWM
186
Parkworth Wealth Management
California
$50 – – –
HIA
187
HFM Investment Advisors
New Jersey
$50 +$51 +4 New
GC
188
Garde Capital
Washington
$38 +$38 +3 New
BHWM
189
Bay Harbor Wealth Management
Maryland
$37 +$38 +3 New
TWD
190
True Wealth Design
Ohio
$25 +$26 +2 New
ECM
191
ExodusPoint Capital Management
New York
– -$699K -55,686 Closed
DFCM
192
Dark Forest Capital Management
Puerto Rico
– -$402K -31,982 Closed
GCM
193
Greenland Capital Management
New York
– -$392K -31,178 Closed
GCM
194
Graham Capital Management
Connecticut
– -$336K -26,727 Closed
Balyasny Asset Management
195
Balyasny Asset Management
Illinois
– -$248K -19,737 Closed
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
– -$199K -15,837 Closed
OR
197
Olympiad Research
Connecticut
– -$167K -13,259 Closed
Neuberger Berman Group
198
Neuberger Berman Group
New York
– -$141K -11,208 Closed
PCM
199
Prelude Capital Management
New York
– -$133K -10,607 Closed
Ameriprise
200
Ameriprise
Minnesota
– -$126K -10,020 Closed