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Name Holding Trade Value Shares
Change
Change in
Stake
BWS
501
Buck Wealth Strategies
Colorado
$719 +$666 +18 New
SFCL
502
Strengthening Families & Communities LLC
Massachusetts
$719 +$666 +18 New
CFM
503
Cornerstone Financial Management
Massachusetts
$639 – – –
SRCM
504
Signature Resources Capital Management
California
$639 – – –
RF
505
Rossby Financial
Florida
$639 +$407 +11 +220%
FMP
506
Financial Management Professionals
Texas
$599 – – –
RWM
507
Rialto Wealth Management
New York
$599 – – –
VNA
508
Valley National Advisers
Pennsylvania
$599 +$555 +15 New
SL
509
Salomon & Ludwin
Virginia
$569 – – –
BIA
510
Bell Investment Advisors
California
$559 – – –
FC
511
Financial Consulate
Maryland
$559 +$518 +14 New
CIAM
512
Caitong International Asset Management
Hong Kong
$519 -$212K -5,722 -100%
BFS
513
Bare Financial Services
Pennsylvania
$519 +$481 +13 New
PWA
514
Principia Wealth Advisory
Texas
$479 -$185 -5 -29%
DCM
515
Davis Capital Management
Florida
$359 +$333 +9 New
PMFA
516
Plante Moran Financial Advisors
Michigan
$279 +$259 +7 New
SVCP
517
Silicon Valley Capital Partners
California
$242 – – –
M
518
MOTCO
Texas
$240 +$222 +6 New
CWP
519
Clark Wealth Partners
Illinois
$160 – – –
HIA
520
Highland Investment Advisors
Florida
$120 +$111 +3 New
APW
521
Allied Private Wealth
Florida
$42 +$37 +1 New
PI
522
PGGM Investments
Netherlands
– -$117M -3,469,122 Closed
SO
523
STRS Ohio
Ohio
– -$30.5M -902,295 Closed
GA
524
GRS Advisors
Illinois
– -$27.6M -815,632 Closed
ECM
525
ExodusPoint Capital Management
New York
– -$21.5M -637,631 Closed