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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
526
Ropes Wealth Advisors
Massachusetts
$6K – – –
TFO
527
Tarbox Family Office
California
$6K – – –
WPA
528
West Paces Advisors
Georgia
$5.85K -$986 -15 -13%
MUS
529
Mitsubishi UFJ Securities
Japan
$5K -$6.57K -100 -53%
MWM
530
MinichMacGregor Wealth Management
New York
$5K – – –
GBT
531
Grove Bank & Trust
Florida
$4K – – –
AC
532
Alexandria Capital
Virginia
$4K +$2.83K +43 +215%
JCM
533
Jacobi Capital Management
Pennsylvania
$4K +$4.47K +68 New
FMP
534
Financial Management Professionals
Texas
$4K +$4.93K +75 New
AA
535
Apriem Advisors
California
$3K – – –
ACS
536
Archford Capital Strategies
Illinois
$3K – – –
CGT
537
Capital Guardian Trust
California
$3K – – –
DAM
538
Delta Asset Management
Tennessee
$3K +$2.89K +44 New
HWM
539
Holloway Wealth Management
Florida
$2K – – –
OC
540
Oakworth Capital
Alabama
$2K – – –
PMFA
541
Plante Moran Financial Advisors
Michigan
$2K – – –
PCP
542
Proficio Capital Partners
Massachusetts
$2K +$394 +6 +18%
OFW
543
Omnia Family Wealth
Florida
$1K -$2.04K -31 -62%
GWS
544
Glassman Wealth Services
Virginia
$1K +$197 +3 +50%
PFO
545
Pathstone Family Office
New Jersey
$1K +$723 +11 New
JFA
546
JNBA Financial Advisors
Minnesota
$1K +$1.64K +25 New
SLF
547
Sun Life Financial
Ontario, Canada
$93 +$394 +6 New
Renaissance Technologies
548
Renaissance Technologies
New York
– -$40M -600,500 Closed
Alyeska Investment Group
549
Alyeska Investment Group
Illinois
– -$22.9M -344,158 Closed
Voloridge Investment Management
550
Voloridge Investment Management
Florida
– -$18.2M -273,553 Closed