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Name Holding Trade Value Shares
Change
Change in
Stake
CFP
1751
Comprehensive Financial Planning
Pennsylvania
$1.33K – – –
CAM
1752
Chesapeake Asset Management
New York
$1.33K +$246 +1 +25%
GWP
1753
Gen-Wealth Partners
Michigan
$1.07K – – –
RPA
1754
Redwood Park Advisors
California
$1.07K – – –
WTFG
1755
Wood Tarver Financial Group
Idaho
$1.07K – – –
ACA
1756
American Capital Advisory
Idaho
$1.07K +$986 +4 New
RWM
1757
Rialto Wealth Management
New York
$1.07K +$986 +4 New
PP
1758
PrairieView Partners
Minnesota
$1K – – –
TFA
1759
Transamerica Financial Advisors
Florida
$1K – – –
BIM
1760
Breakwater Investment Management
Washington
$801 – – –
DFA
1761
DHJJ Financial Advisors
Illinois
$801 – – –
PCFFS
1762
Pacific Center for Financial Services
California
$801 – – –
JAM
1763
JCIC Asset Management
Ontario, Canada
$800 – – –
BBPWM
1764
Blue Bell Private Wealth Management
Pennsylvania
$800 +$739 +3 New
FCAS
1765
First Command Advisory Services
Texas
$800 +$739 +3 New
EPIMS
1766
Evelyn Partners Investment Management Services
$533 – – –
CAM
1767
Creekmur Asset Management
Illinois
$267 – – –
SC
1768
Stephens Consulting
Michigan
$267 – – –
YDMI
1769
Y.D. More Investments
Israel
$156 -$48.6K -197 -47%
IAG
1770
Innovative Advisory Group
Massachusetts
$4 – – –
Barrow, Hanley, Mewhinney & Strauss
1771
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$58.6M -265,335 Closed
FCM
1772
Fernbridge Capital Management
California
– -$57.5M -260,275 Closed
MMA
1773
Mizuho Markets Americas
New York
– -$49.7M -225,000 Closed
Blackstone Inc
1774
Blackstone Inc
New York
– -$29.8M -135,000 Closed
GGH
1775
GCM Grosvenor Holdings
Illinois
– -$26.6M -120,719 Closed