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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1101
Sound Income Strategies
Florida
$822 – – –
TCOV
1102
Trust Company of Vermont
Vermont
$822 – – –
NC
1103
North Capital
Utah
$822 +$1.05K +7 New
JFG
1104
JDM Financial Group
Texas
$705 – – –
AIC
1105
Archer Investment Corporation
Indiana
$588 -$188K -1,255 -100%
CIA
1106
Cape Investment Advisory
Georgia
$587 -$149 -1 -17%
CAM
1107
Chesapeake Asset Management
New York
$587 – – –
GP
1108
Greenline Partners
New York
$587 +$747 +5 New
BMC
1109
Bear Mountain Capital
Washington
$520 +$598 +4 New
TCM
1110
TD Capital Management
Tennessee
$471 +$598 +4 New
CIAS
1111
CBIZ Investment Advisory Services
Ohio
$470 – – –
HWA
1112
HHM Wealth Advisors
Tennessee
$470 – – –
PWAM
1113
Private Wealth Asset Management
Iowa
$470 +$598 +4 New
HHGA
1114
Halbert Hargrove Global Advisors
California
$322 +$448 +3 New
WCM
1115
WealthTrak Capital Management
Virginia
$118 -$3.29K -22 -96%
EWP
1116
Elevation Wealth Partners
California
$118 – – –
LWANC
1117
Laurel Wealth Advisors (North Carolina)
North Carolina
$118 – – –
DF
1118
Dunhill Financial
United Kingdom
$59 +$149 +1 New
MFT
1119
Moisand Fitzgerald Tamayo
Florida
$34 – – –
Coatue Management
1120
Coatue Management
New York
– -$409M -2,967,631 Closed
PHC
1121
Palidye Holdings (Caymans)
Cayman Islands
– -$149M -1,084,000 Closed
DCP
1122
D1 Capital Partners
New York
– -$92.6M -672,000 Closed
Viking Global Investors
1123
Viking Global Investors
Connecticut
– -$82.9M -601,501 Closed
SSM
1124
Sound Shore Management
Connecticut
– -$66.4M -481,772 Closed
MRCP
1125
Maple Rock Capital Partners
Ontario, Canada
– -$58.7M -425,414 Closed