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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 – – –
SIC
612
SJS Investment Consulting
Ohio
$191 +$59 +1 +50%
CA
613
Crewe Advisors
Utah
$128 -$2.71K -46 -96%
TWD
614
True Wealth Design
Ohio
$128 +$59 +1 +100%
BCMLT
615
Beacon Capital Management LLC (Tennessee)
Tennessee
$64 – – –
DWA
616
Delos Wealth Advisors
Texas
$64 – – –
CTWM
617
Cherry Tree Wealth Management
Minnesota
$64 +$59 +1 New
EAM
618
Eagle Asset Management
Florida
– -$62.8M -943,056 Closed
SPPAM
619
Summit Partners Public Asset Management
Massachusetts
– -$44.9M -673,230 Closed
Point72 Asset Management
620
Point72 Asset Management
Connecticut
– -$36.4M -546,092 Closed
LSCM
621
Light Street Capital Management
California
– -$22.3M -335,431 Closed
TC
622
TwinBeech Capital
New York
– -$20M -300,556 Closed
TCM
623
Tybourne Capital Management
Hong Kong
– -$15.9M -237,918 Closed
Adage Capital Partners
624
Adage Capital Partners
Massachusetts
– -$8.33M -125,000 Closed
Capital Fund Management (CFM)
625
Capital Fund Management (CFM)
France
– -$6.51M -110,275 Closed