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Name Holding Trade Value Shares
Change
Change in
Stake
IPW
626
Impact Partnership Wealth
Georgia
$559 +$69 +1 +14%
FAM
627
Flaharty Asset Management
Florida
$490 +$486 +7 New
CAS
628
Coppell Advisory Solutions
Texas
$474 +$486 +7 New
LFA
629
LGT Financial Advisors
Texas
$420 +$416 +6 New
FA
630
Financial Avengers
California
$350 – – –
RAM
631
Riggs Asset Management
Pennsylvania
$350 – – –
WBC
632
West Branch Capital
Massachusetts
$350 – – –
WWM
633
Wolff Wiese Magana
California
$350 – – –
AP
634
Atwood & Palmer
Missouri
$350 +$347 +5 New
GWMIA
635
Global Wealth Management Investment Advisory
Florida
$350 +$347 +5 New
DWA
636
Delos Wealth Advisors
Texas
$214 – – –
CFS
637
CGC Financial Services
Oregon
$210 -$625 -9 -75%
AWM
638
Atticus Wealth Management
Florida
$210 -$347 -5 -63%
IFAM
639
Institutional & Family Asset Management
Colorado
$140 – – –
TWD
640
True Wealth Design
Ohio
$140 – – –
VWM
641
Valley Wealth Managers
New Jersey
$140 – – –
RCM
642
Raleigh Capital Management
North Carolina
$97 – – –
GCS
643
Gordian Capital (Singapore)
Singapore
$69 – – –
CS
644
Clear Street
New York
– -$20.4M -300,000 Closed
Point72 Asset Management
645
Point72 Asset Management
Connecticut
– -$18.3M -269,489 Closed
Connor, Clark & Lunn Investment Management (CC&L)
646
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$10.6M -156,095 Closed
VIA
647
Vident Investment Advisory
Georgia
– -$8.7M -128,165 Closed
TC
648
TwinBeech Capital
New York
– -$7.28M -107,276 Closed
MGIM
649
M&G Investment Management
United Kingdom
– -$5.89M -86,689 Closed
PI
650
PEAK6 Investments
Illinois
– -$5.83M -83,954 Closed