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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
526
Focused Wealth Management
New York
$2.68K +$35 +1 +1%
AFWM
527
Abich Financial Wealth Management
Virginia
$2.54K +$2.3K +66 New
PPC
528
Park Place Capital
Alabama
$2.04K -$43.6K -1,254 -96%
CSB
529
City State Bank
Iowa
$2K – – –
VNA
530
Valley National Advisers
Pennsylvania
$2K +$2.09K +60 New
DPW
531
DiNuzzo Private Wealth
Pennsylvania
$1.89K +$1.7K +49 New
QC
532
Quent Capital
New York
$1.27K +$1.15K +33 New
AW
533
Avion Wealth
Texas
$1K -$522 -15 -47%
WOC
534
West Oak Capital
California
$1K – – –
Kayne Anderson Rudnick Investment Management
535
Kayne Anderson Rudnick Investment Management
California
$972 +$870 +25 New
GI
536
Gradient Investments
Minnesota
$963 +$870 +25 New
BIA
537
Bell Investment Advisors
California
$848 – – –
TWP
538
TFO Wealth Partners
Ohio
$847 -$556 -16 -42%
RAM
539
Riggs Asset Management
Pennsylvania
$732 – – –
TWD
540
True Wealth Design
Ohio
$732 – – –
CPG
541
Cornerstone Planning Group
New Jersey
$659 – – –
PWMG
542
Private Wealth Management Group
New Jersey
$617 +$556 +16 New
RS
543
Rakuten Securities
Japan
$578 +$522 +15 New
GWM
544
Geneos Wealth Management
Colorado
$539 +$487 +14 New
VCM
545
Versant Capital Management
Arizona
$308 – – –
FP
546
Financial Perspectives
Minnesota
$270 – – –
JFGIW
547
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$193 +$174 +5 New
OCM
548
Oaktree Capital Management
California
– -$299M -9,000,000 Closed
KI
549
Koch Industries
Kansas
– -$163M -4,918,615 Closed
CSS
550
Cubist Systematic Strategies
Connecticut
– -$25.6M -735,571 Closed