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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
701
Sugarloaf Wealth Management
Georgia
$3K – – –
DWM
702
Darwin Wealth Management
Florida
$3K +$3.62K +39 New
KFS
703
Kelly Financial Services
Massachusetts
$2.29K – – –
RWM
704
Raffa Wealth Management
District of Columbia
$2.01K +$464 +5 +29%
GWS
705
Glassman Wealth Services
Virginia
$2K -$14.3K -154 -86%
OSAM
706
O'Shaughnessy Asset Management
Connecticut
$2K -$13.9K -150 -86%
AF
707
Advisornet Financial
Minnesota
$2K – – –
GC
708
Globeflex Capital
California
$2K – – –
LC
709
Lindbrook Capital
California
$2K – – –
EW
710
Evoke Wealth
California
$1.55K +$1.58K +17 New
ED
711
Exane Derivatives
France
$1.28K – – –
AS
712
Altshuler Shaham
Israel
$1K – – –
M
713
MOTCO
Texas
$1K +$649 +7 New
GI
714
Gradient Investments
Minnesota
$1K +$1.3K +14 New
PW
715
Price Wealth
Texas
$1K +$1.3K +14 New
WAP
716
Wealthcare Advisory Partners
Pennsylvania
$1K +$1.48K +16 New
N
717
Natixis
France
– -$63.5M -739,770 Closed
TAM
718
Todd Asset Management
Kentucky
– -$14.6M -169,035 Closed
DA
719
Duality Advisers
Florida
– -$11.6M -134,535 Closed
VCM
720
Voleon Capital Management
California
– -$9.85M -114,000 Closed
Voloridge Investment Management
721
Voloridge Investment Management
Florida
– -$7.2M -83,300 Closed
BGC
722
Blue Grotto Capital
Georgia
– -$6.7M -77,598 Closed
OAM
723
Oxford Asset Management
United Kingdom
– -$6.56M -75,975 Closed
EP
724
Edgestream Partners
New Jersey
– -$5.28M -61,176 Closed
HAM
725
Harber Asset Management
North Carolina
– -$3.98M -46,101 Closed