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Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
1726
Financial Gravity Asset Management
Texas
$1.71K – – –
CWAF
1727
Core Wealth Advisors (Florida)
Florida
$1.52K – – –
FSWA
1728
Financial Synergies Wealth Advisors
Texas
$1.35K -$749 -4 -33%
MAWCM
1729
Mine & Arao Wealth Creation & Management
California
$1.35K +$1.5K +8 New
RFG
1730
RFP Financial Group
Georgia
$1.35K +$1.5K +8 New
W
1731
WealthCollab
Washington
$1.19K – – –
WA
1732
WestEnd Advisors
North Carolina
$1.18K -$187 -1 -13%
PAM
1733
Palisade Asset Management
Minnesota
$1.02K +$1.12K +6 New
CAM
1734
ClariVest Asset Management
California
$1.01K – – –
VAMG
1735
Voisard Asset Management Group
Michigan
$847 – – –
JPWM
1736
Jamison Private Wealth Management
Georgia
$847 +$937 +5 New
GI
1737
Gradient Investments
Minnesota
$846 -$3.56K -19 -79%
TCM
1738
TD Capital Management
Tennessee
$508 +$562 +3 New
BIM
1739
Breakwater Investment Management
Washington
$339 +$375 +2 New
SWA
1740
SOA Wealth Advisors
New York
$173 – – –
TWP
1741
TFO Wealth Partners
Ohio
$169 – – –
AIM
1742
Alphinity Investment Management
Australia
– -$163M -824,148 Closed
Holocene Advisors
1743
Holocene Advisors
New York
– -$124M -627,740 Closed
FPP
1744
Findlay Park Partners
United Kingdom
– -$68.4M -346,691 Closed
ZIG
1745
Zurich Insurance Group
Switzerland
– -$68.2M -345,771 Closed
Point72 Asset Management
1746
Point72 Asset Management
Connecticut
– -$47.9M -242,832 Closed
APM
1747
Avidity Partners Management
Texas
– -$47.4M -240,000 Closed
LA
1748
LBP AM
France
– -$27.5M -139,388 Closed
LOAME
1749
Lombard Odier Asset Management (Europe)
United Kingdom
– -$12M -60,604 Closed
MCM
1750
Marsico Capital Management
Colorado
– -$8.66M -43,871 Closed