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TransUnion

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
401
Concourse Financial Group Securities
Alabama
$1.72K -$830 -12 -35%
CCP
402
Carmel Capital Partners
California
$1.57K
CFB
403
Cullen/Frost Bankers
Texas
$1.57K
DI
404
Disciplined Investments
Oklahoma
$1.57K +$484 +7 +54%
WT
405
Washington Trust
Rhode Island
$1.49K -$69 -1 -5%
RWM
406
Raffa Wealth Management
District of Columbia
$1.33K
VCM
407
Versant Capital Management
Arizona
$1.33K +$1.18K +17 New
BAM
408
Bellevue Asset Management
Washington
$1.17K +$1.04K +15 New
FA
409
Fiduciary Alliance
South Carolina
$1.11K +$969 +14 New
VNA
410
Valley National Advisers
Pennsylvania
$1K
BWM
411
BerganKDV Wealth Management
Minnesota
$940
WWM
412
Wolff Wiese Magana
California
$784 +$346 +5 +100%
MHR
413
Matthew Hamilton Rosenberg
$783
ZB
414
Zions Bancorporation
Utah
$705 +$623 +9 New
ANBT
415
American National Bank & Trust
Texas
$470
HI
416
Harbour Investments
Wisconsin
$392 +$346 +5 New
TWD
417
True Wealth Design
Ohio
$314 +$69 +1 +33%
DWA
418
Delos Wealth Advisors
Texas
$235
CTWM
419
Cherry Tree Wealth Management
Minnesota
$157 +$138 +2 New
CA
420
Crewe Advisors
Utah
$157 +$138 +2 New
OP
421
ORG Partners
Indiana
$6
D.E. Shaw & Co
422
D.E. Shaw & Co
New York
-$39.5M -635,376 Closed
Renaissance Technologies
423
Renaissance Technologies
New York
-$19.5M -313,400 Closed
Qube Research & Technologies (QRT)
424
Qube Research & Technologies (QRT)
United Kingdom
-$17.8M -285,853 Closed
CCM
425
Cinctive Capital Management
New York
-$14.3M -229,544 Closed