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Name Holding Trade Value Shares
Change
Change in
Stake
API
526
Asset Planning Inc
California
$1.47K +$1.6K +98 New
CFM
527
Cornerstone Financial Management
Massachusetts
$1.26K – – –
NSIM
528
North Star Investment Management
Illinois
$1.2K +$815 +50 +167%
HCM
529
Hollencrest Capital Management
California
$1.04K – – –
RWM
530
Raffa Wealth Management
District of Columbia
$993 -$652 -40 -38%
TCOV
531
Trust Company of Vermont
Vermont
$963 +$1.04K +64 New
NWS
532
Nvest Wealth Strategies
Ohio
$888 – – –
VCM
533
Versant Capital Management
Arizona
$872 -$815 -50 -46%
APFP
534
Action Point Financial Planning
Michigan
$752 +$815 +50 New
NB
535
NBT Bank
New York
$752 +$815 +50 New
PTC
536
Private Trust Company
Ohio
$597 – – –
AAG
537
Accordant Advisory Group
Maryland
$542 – – –
AF
538
Align Financial
Minnesota
$481 – – –
AWM
539
Abound Wealth Management
Tennessee
$452 – – –
SVCP
540
Silicon Valley Capital Partners
California
$196 – – –
MIM
541
Marshall Investment Management
Colorado
$196 +$212 +13 New
BWL
542
Bogart Wealth LLC
Virginia
$180 – – –
MIM
543
MTM Investment Management
South Carolina
$180 – – –
AW
544
Ankerstar Wealth
Texas
$135 – – –
VWM
545
Vermillion Wealth Management
Minnesota
$30 – – –
GQG Partners
546
GQG Partners
Florida
– -$264M -16,574,442 Closed
Citadel Advisors
547
Citadel Advisors
Florida
– -$44.8M -2,747,104 Closed
GL
548
Gemsstock Ltd
United Kingdom
– -$20.3M -1,273,217 Closed
TI
549
Trexquant Investment
Connecticut
– -$18.3M -1,150,526 Closed
Balyasny Asset Management
550
Balyasny Asset Management
Illinois
– -$16.8M -1,056,329 Closed