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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
FGAM
663
Financial Gravity Asset Management
Texas
$313 +$333 +5 New
TWD
664
True Wealth Design
Ohio
$262 +$133 +2 +100%
RIL
665
Rothschild Investment LLC
Illinois
$261
AWM
666
Atticus Wealth Management
Florida
$197
CFS
667
CGC Financial Services
Oregon
$196
DWA
668
Delos Wealth Advisors
Texas
$131 -$67 -1 -33%
VWM
669
Valley Wealth Managers
New Jersey
$131
CAC
670
Core Alternative Capital
Georgia
$65 -$3.93K -59 -98%
GCS
671
Gordian Capital (Singapore)
Singapore
$65
IPW
672
Impact Partnership Wealth
Georgia
$64
DWM
673
Dogwood Wealth Management
Kansas
$2
PIF
674
Public Investment Fund
Saudi Arabia
-$338M -4,697,677 Closed
JAM
675
Jupiter Asset Management
United Kingdom
-$67.6M -940,535 Closed