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American International

Name Holding Trade Value Shares
Change
Change in
Stake
GI
851
Gradient Investments
Minnesota
$2K – – –
LFA
852
Level Financial Advisors
New York
$2K – – –
PO
853
Private Ocean
California
$2K – – –
ZIG
854
Zullo Investment Group
Pennsylvania
$2K – – –
TFGT
855
TS Financial Group (TSFG)
Illinois
$2K +$53 +1 +2%
AAP
856
Arax Advisory Partners
Colorado
$2K +$2K +38 +292%
GFPC
857
Global Financial Private Client
Florida
$1.33K -$286K -5,444 -100%
ECM
858
Estabrook Capital Management
New York
$1.19K – – –
CA
859
Centerpoint Advisors
Massachusetts
$1K – – –
PFA
860
Professional Financial Advisors
Nebraska
$1K – – –
SWM
861
Sugarloaf Wealth Management
Georgia
$1K – – –
S
862
Surevest
California
$1K – – –
TFS
863
TrustCore Financial Services
Tennessee
$1K +$105 +2 +13%
DWA
864
Delos Wealth Advisors
Texas
$1K +$578 +11 New
CB
865
Community Bank
New York
$1K +$1.42K +27 New
EC
866
EdgeRock Capital
Colorado
$1K +$1.52K +29 New
SIC
867
SJS Investment Consulting
Ohio
$1K +$1.58K +30 New
Cetera Investment Advisers
868
Cetera Investment Advisers
Illinois
$1K +$384K +7,301 +35%
FP
869
Financial Perspectives
Minnesota
$712 – – –
WPA
870
West Paces Advisors
Georgia
$570 – – –
PP
871
PFS Partners
New Jersey
$523 – – –
WIM
872
Westside Investment Management
California
$4 – – –
Viking Global Investors
873
Viking Global Investors
Connecticut
– -$517M -10,108,715 Closed
BCPEMI
874
Bain Capital Public Equity Management II
Massachusetts
– -$82.2M -1,608,100 Closed
Voloridge Investment Management
875
Voloridge Investment Management
Florida
– -$21.7M -424,390 Closed