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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
501
Hemington Wealth Management
Virginia
$1K +$1.17K +46 New
SWC
502
Spectrum Wealth Counsel
Indiana
$850 +$760 +30 New
QCG
503
Quadrant Capital Group
Ohio
$793 +$507 +20 +250%
DPW
504
DiNuzzo Private Wealth
Pennsylvania
$595 -$25 -1 -5%
RDIA
505
RE Dickinson Investment Advisors
Iowa
$567 – – –
SIC
506
SJS Investment Consulting
Ohio
$567 +$253 +10 +100%
CPG
507
Cornerstone Planning Group
New Jersey
$511 +$431 +17 New
FC
508
Fairscale Capital
New Hampshire
$453 – – –
FFL
509
Financial Freedom LLC
Ohio
$425 – – –
RAM
510
Riggs Asset Management
Pennsylvania
$369 – – –
BCH
511
Berkshire Capital Holdings
California
$283 – – –
Pacer Advisors
512
Pacer Advisors
Pennsylvania
$283 +$253 +10 New
MCM
513
Manchester Capital Management
Vermont
$255 – – –
CTB
514
Country Trust Bank
Illinois
$198 – – –
MCM
515
MV Capital Management
Maryland
$170 -$51 -2 -25%
CA
516
Claris Advisors
Missouri
$113 +$101 +4 New
CFO
517
CVA Family Office
Colorado
$28 – – –
DIG
518
Dragoneer Investment Group
California
– -$89.5M -3,473,838 Closed
Focus Partners Wealth
519
Focus Partners Wealth
Massachusetts
– -$43.5M -1,684,716 Closed
Holocene Advisors
520
Holocene Advisors
New York
– -$32.2M -1,247,696 Closed
N
521
Natixis
France
– -$12.2M -471,861 Closed
Bank of Nova Scotia
522
Bank of Nova Scotia
Ontario, Canada
– -$11.5M -446,225 Closed
BOCH
523
Blue Owl Capital Holdings
New York
– -$8.31M -322,578 Closed
JWM
524
Jessup Wealth Management
Ohio
– -$5.18M -200,924 Closed
MMA
525
Mizuho Markets Americas
New York
– -$4.88M -189,233 Closed