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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
201
Global Retirement Partners
California
$2.7K +$34 +1 +1%
TCM
202
Tradewinds Capital Management
Washington
$1.74K
BGAI
203
Bruce G. Allen Investments
Colorado
$1.74K +$1.68K +50 New
AssetMark Inc
204
AssetMark Inc
California
$1.53K -$4.63K -138 -76%
RFG
205
RFP Financial Group
Georgia
$1.5K +$1.44K +43 New
TFA
206
Toth Financial Advisory
Virginia
$1.39K
CAS
207
Coppell Advisory Solutions
Texas
$1.39K +$1.34K +40 New
Kayne Anderson Rudnick Investment Management
208
Kayne Anderson Rudnick Investment Management
California
$1.15K
AT
209
Arlington Trust
Alabama
$1.11K +$1.07K +32 New
GKIM
210
GW&K Investment Management
Massachusetts
$1K
FCA
211
FinTrust Capital Advisors
South Carolina
$974
Barclays
212
Barclays
United Kingdom
$695 -$670 -20 -50%
PWA
213
Provenance Wealth Advisors
Florida
$660 +$34 +1 +6%
FSWA
214
Financial Synergies Wealth Advisors
Texas
$528
BCM
215
Bourgeon Capital Management
Connecticut
$452 +$268 +8 +160%
IA
216
IFP Advisors
Florida
$313 -$704 -21 -70%
TWD
217
True Wealth Design
Ohio
$279
AWM
218
Abound Wealth Management
Tennessee
$244 -$168 -5 -42%
TVAMP
219
Tennessee Valley Asset Management Partners
Tennessee
$209 +$201 +6 New
CPG
220
Cornerstone Planning Group
New Jersey
$139
LSA
221
Leonteq Securities AG
Switzerland
$35 -$28.8K -858 -100%
PS
222
Principal Securities
Iowa
$35 +$34 +1 New
Voloridge Investment Management
223
Voloridge Investment Management
Florida
-$18.8M -594,042 Closed
Point72 Asset Management
224
Point72 Asset Management
Connecticut
-$14.7M -463,731 Closed
ECM
225
ExodusPoint Capital Management
New York
-$11.6M -368,029 Closed