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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
601
CVA Family Office
Colorado
$1.35K +$1.26K +30 New
CAC
602
Core Alternative Capital
Georgia
$1.08K – – –
AAP
603
Arax Advisory Partners
Colorado
$1.04K +$970 +23 New
TFA
604
Transamerica Financial Advisors
Florida
$1K +$42 +1 +100%
Lazard Asset Management
605
Lazard Asset Management
New York
$1K +$1.1K +26 +217%
CAL
606
Capital Advisors Ltd
Ohio
$1K +$6.58K +156 New
EBA
607
Eagle Bay Advisors
New York
$991 – – –
KFS
608
Kelly Financial Services
Massachusetts
$976 +$42 +1 +5%
HWM
609
HighMark Wealth Management
Minnesota
$923 – – –
BWM
610
BerganKDV Wealth Management
Minnesota
$813 -$928 -22 -55%
MA
611
MCF Advisors
Kentucky
$721 -$970 -23 -59%
MPCL
612
My Personal CFO LLC
Washington
$721 +$675 +16 New
IAA
613
Independent Advisor Alliance
North Carolina
$538 +$5.86K +139 +1%
WPA
614
West Paces Advisors
Georgia
$496 – – –
OLVIG
615
Oliver Lagore Vanvalin Investment Group
Michigan
$451 – – –
HWP
616
Highline Wealth Partners
California
$360 – – –
ECM
617
Estabrook Capital Management
New York
$315 – – –
HCP
618
Hexagon Capital Partners
Arkansas
$270 – – –
AWM
619
Atticus Wealth Management
Florida
$90 – – –
LFG
620
Larson Financial Group
Missouri
$20 – – –
GA
621
GRS Advisors
Illinois
– -$15.2M -379,353 Closed
RIM
622
Rush Island Management
New York
– -$14.2M -353,652 Closed
Walleye Capital
623
Walleye Capital
New York
– -$13.4M -332,800 Closed
ACM
624
AlphaCrest Capital Management
New York
– -$5.54M -137,904 Closed
ECM
625
ExodusPoint Capital Management
New York
– -$5.14M -128,034 Closed