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Name Holding Trade Value Shares
Change
Change in
Stake
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
751
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20K -$8.15M -104,622 -100%
VNA
752
Valley National Advisers
Pennsylvania
$20K
TFO
753
Tarbox Family Office
California
$20K +$2.03K +26 +8%
SIS
754
Sound Income Strategies
Florida
$20K +$29.3K +376 New
PFBT
755
Parkside Financial Bank & Trust
Missouri
$18K -$34K -436 -57%
PWMG
756
Prestige Wealth Management Group
New Jersey
$18K +$19.6K +251 +369%
KFS
757
Kelly Financial Services
Massachusetts
$17.9K +$11.3K +145 +78%
CMA
758
Cedar Mountain Advisors
Oregon
$17K
NICM
759
Neo Ivy Capital Management
New York
$17K +$24.2K +311 New
AA
760
Advisory Alpha
Michigan
$16.7K +$15K +193 +168%
BCA
761
Berman Capital Advisors
Georgia
$16K -$1.95K -25 -8%
MCM
762
Manchester Capital Management
Vermont
$16K
APW
763
Acima Private Wealth
Virginia
$15K
AF
764
Allworth Financial
California
$15K
CFFP
765
Center for Financial Planning
Michigan
$15K +$21.3K +273 New
BAM
766
Barrett Asset Management
New York
$14K
RWA
767
Ropes Wealth Advisors
Massachusetts
$14K
PGAM
768
Princeton Global Asset Management
New Jersey
$14K +$7.4K +95 +56%
HFA
769
HC Financial Advisors
California
$14K +$19.6K +251 New
CAN
770
Claraphi Advisory Network
United States
$14K +$20.3K +261 New
DWM
771
Darwin Wealth Management
Florida
$14K +$20.4K +262 New
AWA
772
Arkadios Wealth Advisors
Georgia
$13.7K +$13.5K +173 +214%
TC
773
Trust Company
Kansas
$13K
EI
774
Ellevest Inc
New York
$13K +$156 +2 +0.8%
BWM
775
Baystate Wealth Management
Massachusetts
$13K +$11.8K +152 +167%