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Name Holding Trade Value Shares
Change
Change in
Stake
SWC
501
Spectrum Wealth Counsel
Indiana
$850 +$760 +30 New
QCG
502
Quadrant Capital Group
Ohio
$793 +$507 +20 +250%
DPW
503
DiNuzzo Private Wealth
Pennsylvania
$595 -$25 -1 -5%
RDIA
504
RE Dickinson Investment Advisors
Iowa
$567
SIC
505
SJS Investment Consulting
Ohio
$567 +$253 +10 +100%
CPG
506
Cornerstone Planning Group
New Jersey
$511 +$431 +17 New
FC
507
Fairscale Capital
New Hampshire
$453
FFL
508
Financial Freedom LLC
Ohio
$425
RAM
509
Riggs Asset Management
Pennsylvania
$369
BCH
510
Berkshire Capital Holdings
California
$283
Pacer Advisors
511
Pacer Advisors
Pennsylvania
$283 +$253 +10 New
MCM
512
Manchester Capital Management
Vermont
$255
CTB
513
Country Trust Bank
Illinois
$198
MCM
514
MV Capital Management
Maryland
$170 -$51 -2 -25%
CA
515
Claris Advisors
Missouri
$113 +$101 +4 New
CFO
516
CVA Family Office
Colorado
$28
CMP
517
Coston McIsaac & Partners
Maine
$8
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