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Name Holding Trade Value Shares
Change
Change in
Stake
MWAN
726
Mariner Wealth Advisors (NYC)
Kansas
$11K +$11K +113 New
AF
727
Arrow Financial
New York
$10K +$778 +8 +8%
CFSG
728
Community Financial Services Group
Vermont
$10K +$5.93K +61 +136%
PO
729
Private Ocean
California
$9K – – –
RA
730
Rational Advisors
New York
$8K -$5.83K -60 -40%
CPIG
731
Chicago Partners Investment Group
Illinois
$8K -$389 -4 -5%
MA
732
MCF Advisors
Kentucky
$8K +$97 +1 +1%
FMP
733
Financial Management Professionals
Texas
$8K +$1.07K +11 +14%
BWA
734
Burt Wealth Advisors
Maryland
$7K – – –
FHA
735
First Horizon Advisors
Tennessee
$7K – – –
ST
736
Spot Trading
Illinois
$6K +$6.51K +67 New
AA
737
Apriem Advisors
California
$5K – – –
CA
738
CapWealth Advisors
Tennessee
$5K +$5.35K +55 New
LWA
739
Lenox Wealth Advisors
New York
$4K – – –
MIM
740
Macroview Investment Management
Maryland
$2K -$97 -1 -4%
KA
741
Klingman & Associates
New York
$2K – – –
RFA
742
Reilly Financial Advisors
California
$2K +$1.95K +20 New
First Manhattan
743
First Manhattan
New York
$1K -$38.9K -400 -96%
AWS
744
Aris Wealth Services
Pennsylvania
$1K +$583 +6 New
RWM
745
Raffa Wealth Management
District of Columbia
$565 -$13.5K -139 -96%
AWM
746
Ashmore Wealth Management
Delaware
– -$198M -2,000,000 Closed
CGM
747
Capital Growth Management
Massachusetts
– -$62.3M -630,000 Closed
OCAM
748
Onex Canada Asset Management
Ontario, Canada
– -$43.6M -440,678 Closed
EA
749
Euclid Advisors
Connecticut
– -$18.2M -183,780 Closed
Balyasny Asset Management
750
Balyasny Asset Management
Illinois
– -$16.8M -170,000 Closed