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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
351
Dogwood Wealth Management
Kansas
$727 -$242 -2 -22%
AFC
352
Ares Financial Consulting
California
$727 +$846 +7 New
CFM
353
Cornerstone Financial Management
Massachusetts
$623 +$726 +6 New
SWM
354
SHP Wealth Management
Massachusetts
$623 +$726 +6 New
PWA
355
Physician Wealth Advisors
Utah
$520 +$605 +5 New
RFP
356
Root Financial Partners
California
$416 -$3.51K -29 -88%
IBOK
357
Independence Bank of Kentucky
Kentucky
$416 +$484 +4 New
PWA
358
Principia Wealth Advisory
Texas
$312 -$484 -4 -57%
WWA
359
Wealth Watch Advisors
Colorado
$312
CIAM
360
Caitong International Asset Management
Hong Kong
$312 +$363 +3 New
DT
361
DV Trading
Illinois
$312 +$363 +3 New
SAG
362
SageView Advisory Group
California
$312 +$363 +3 New
CPG
363
Cornerstone Planning Group
New Jersey
$279 -$7.5K -62 -95%
SA
364
Strategic Advocates
Utah
$207
AWM
365
Abound Wealth Management
Tennessee
$104
ACA
366
American Capital Advisory
Idaho
$104
CA
367
CoreCap Advisors
Michigan
$104
MWPCG
368
Measured Wealth Private Client Group
New Hampshire
$104 +$121 +1 New
SIS
369
Sound Income Strategies
Florida
$80 +$121 +1 New
DCP
370
Durable Capital Partners
Maryland
-$183M -1,031,844 Closed
SEP
371
Soma Equity Partners
California
-$150M -842,614 Closed
FAM
372
Foxhaven Asset Management
Virginia
-$122M -689,041 Closed
Balyasny Asset Management
373
Balyasny Asset Management
Illinois
-$102M -573,682 Closed
ACM
374
Anomaly Capital Management
New York
-$82.6M -465,240 Closed
MGCM
375
Mane Global Capital Management
New York
-$41.8M -235,258 Closed