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Name Holding Trade Value Shares
Change
Change in
Stake
VNA
951
Valley National Advisers
Pennsylvania
$826 +$709 +4 New
BWS
952
Buck Wealth Strategies
Colorado
$825 +$709 +4 New
GA
953
GoalVest Advisory
New York
$825 +$709 +4 New
SA
954
Seneschal Advisors
Washington
$619 – – –
M
955
MOTCO
Texas
$619 +$532 +3 New
HHGA
956
Halbert Hargrove Global Advisors
California
$601 +$532 +3 New
BF
957
Brooklyn FI
New York
$550 +$532 +3 New
TFM
958
TFC Financial Management
Massachusetts
$413 -$2.13K -12 -86%
ADL
959
Asset Dedication LLC
California
$413 +$355 +2 New
MCA
960
Maryland Capital Advisors
Maryland
$413 +$355 +2 New
NL
961
NorthAvenue LLC
Ohio
$413 +$355 +2 New
QWM
962
Quaker Wealth Management
New Jersey
$413 +$355 +2 New
CI
963
Cordant Inc
Oregon
$401 +$355 +2 New
NWS
964
Nvest Wealth Strategies
Ohio
$207 +$177 +1 New
CTA
965
Colonial Trust Advisors
South Carolina
$206 – – –
GWP
966
Gen-Wealth Partners
Michigan
$206 – – –
GFA
967
Godfrey Financial Associates
New York
$206 – – –
NB
968
NBT Bank
New York
$206 – – –
IWM
969
IMG Wealth Management
Florida
$206 +$177 +1 New
PMFA
970
Plante Moran Financial Advisors
Michigan
$206 +$177 +1 New
SPC
971
Slate Path Capital
New York
– -$93.5M -742,810 Closed
Viking Global Investors
972
Viking Global Investors
Connecticut
– -$56.7M -450,770 Closed
EGM
973
Engineers Gate Manager
New York
– -$24.8M -196,838 Closed
DFO
974
Duquesne Family Office
New York
– -$22.9M -181,760 Closed
ECM
975
ExodusPoint Capital Management
New York
– -$22.2M -176,258 Closed