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Name Holding Trade Value Shares
Change
Change in
Stake
WBC
601
West Branch Capital
Massachusetts
$637
Canada Pension Plan Investment Board
602
Canada Pension Plan Investment Board
Ontario, Canada
$636 -$889K -15,060 -100%
BCH
603
Berkshire Capital Holdings
California
$636
CIA
604
Cape Investment Advisory
Georgia
$636
CSPIA
605
Cary Street Partners Investment Advisory
Virginia
$636
NC
606
NewSquare Capital
Pennsylvania
$573
AssetMark Inc
607
AssetMark Inc
California
$509
DI
608
Disciplined Investments
Oklahoma
$254
TAM
609
Tucker Asset Management
Colorado
$254
IPW
610
Impact Partnership Wealth
Georgia
$254 +$236 +4 New
HS
611
Horan Securities
United States
$246
FGAM
612
Financial Gravity Asset Management
Texas
$198 +$3.78K +64 New
SIC
613
SJS Investment Consulting
Ohio
$191 +$59 +1 +50%
CA
614
Crewe Advisors
Utah
$128 -$2.71K -46 -96%
TWD
615
True Wealth Design
Ohio
$128 +$59 +1 +100%
BCMLT
616
Beacon Capital Management LLC (Tennessee)
Tennessee
$64
DWA
617
Delos Wealth Advisors
Texas
$64
CTWM
618
Cherry Tree Wealth Management
Minnesota
$64 +$59 +1 New
EAM
619
Eagle Asset Management
Florida
-$62.8M -943,056 Closed
SPPAM
620
Summit Partners Public Asset Management
Massachusetts
-$44.9M -673,230 Closed
Point72 Asset Management
621
Point72 Asset Management
Connecticut
-$36.4M -546,092 Closed
LSCM
622
Light Street Capital Management
California
-$22.3M -335,431 Closed
TC
623
TwinBeech Capital
New York
-$20M -300,556 Closed
TCM
624
Tybourne Capital Management
Hong Kong
-$15.9M -237,918 Closed
Adage Capital Partners
625
Adage Capital Partners
Massachusetts
-$8.33M -125,000 Closed