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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1001
Winthrop Capital Management
Indiana
$2K
HWA
1002
Heritage Wealth Advisors
Virginia
$1.75K +$1.74K +13 New
CSWM
1003
Cassady Schiller Wealth Management
Ohio
$1.22K
GWM
1004
Geneos Wealth Management
Colorado
$1.22K +$401 +3 +50%
JFG
1005
JDM Financial Group
Texas
$1.08K +$1.07K +8 New
TWD
1006
True Wealth Design
Ohio
$946
FNWA
1007
Financial Network Wealth Advisors
Utah
$945 +$937 +7 New
WPA
1008
West Paces Advisors
Georgia
$810
CPG
1009
Cornerstone Planning Group
New Jersey
$779
BCWM
1010
Bartlett & Co Wealth Management
Ohio
$675
IAIM
1011
International Assets Investment Management
Florida
$557 +$9.99M +74,674 +13,455%
ZB
1012
Zions Bancorporation
Utah
$540 -$2.01K -15 -79%
SWA
1013
SOA Wealth Advisors
New York
$421
CA
1014
Crewe Advisors
Utah
$271 -$160K -1,198 -100%
PA
1015
Pineridge Advisors
Missouri
$270
RWM
1016
Reston Wealth Management
Virginia
$270 +$268 +2 New
WBC
1017
West Branch Capital
Massachusetts
$136 +$134 +1 New
CAS
1018
Coppell Advisory Solutions
Texas
$135
BAM
1019
Belpointe Asset Management
Nevada
$12
DWM
1020
Dogwood Wealth Management
Kansas
$2
Balyasny Asset Management
1021
Balyasny Asset Management
Illinois
-$120M -881,084 Closed
CHP
1022
Castle Hook Partners
New York
-$85.6M -631,096 Closed
Point72 Asset Management
1023
Point72 Asset Management
Connecticut
-$48.2M -355,729 Closed
PAMP
1024
Polar Asset Management Partners
Ontario, Canada
-$25.7M -189,300 Closed
Lord, Abbett & Co
1025
Lord, Abbett & Co
New Jersey
-$22.4M -165,431 Closed