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Name Holding Trade Value Shares
Change
Change in
Stake
DPW
651
DiNuzzo Private Wealth
Pennsylvania
$589 – – –
CT
652
Cambridge Trust
Massachusetts
$588 -$3.2K -48 -84%
GJWM
653
Gilliland Jeter Wealth Management
Arkansas
$588 +$600 +9 New
Kayne Anderson Rudnick Investment Management
654
Kayne Anderson Rudnick Investment Management
California
$523 +$267 +4 +100%
CA
655
Crewe Advisors
Utah
$393 +$400 +6 New
SA
656
Scarborough Advisors
Maryland
$392 – – –
PMFA
657
Plante Moran Financial Advisors
Michigan
$392 +$400 +6 New
RAM
658
Riggs Asset Management
Pennsylvania
$327 – – –
WBC
659
West Branch Capital
Massachusetts
$327 – – –
WWM
660
Wolff Wiese Magana
California
$327 – – –
GJIA
661
Glass Jacobson Investment Advisors
Maryland
$327 +$200 +3 +150%
FA
662
Financial Avengers
California
$324 – – –
TWD
663
True Wealth Design
Ohio
$262 +$133 +2 +100%
RIL
664
Rothschild Investment LLC
Illinois
$261 – – –
AWM
665
Atticus Wealth Management
Florida
$197 – – –
CFS
666
CGC Financial Services
Oregon
$196 – – –
DWA
667
Delos Wealth Advisors
Texas
$131 -$67 -1 -33%
VWM
668
Valley Wealth Managers
New Jersey
$131 – – –
CAC
669
Core Alternative Capital
Georgia
$65 -$3.93K -59 -98%
GCS
670
Gordian Capital (Singapore)
Singapore
$65 – – –
IPW
671
Impact Partnership Wealth
Georgia
$64 – – –
DWM
672
Dogwood Wealth Management
Kansas
$2 – – –
PIF
673
Public Investment Fund
Saudi Arabia
– -$338M -4,697,677 Closed
JAM
674
Jupiter Asset Management
United Kingdom
– -$67.6M -940,535 Closed
CCM
675
CloudAlpha Capital Management
Hong Kong
– -$36.3M -504,900 Closed