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American Well

Name Holding Trade Value Shares
Change
Change in
Stake
IA
126
IFP Advisors
Florida
$43K
CLOS
127
Compagnie Lombard Odier SCmA
Switzerland
$40K
JCM
128
Jacobi Capital Management
Pennsylvania
$29K +$33.6K +58 New
CA
129
Clearstead Advisors
Ohio
$27K
NSIM
130
North Star Investment Management
Illinois
$26K
WT
131
Washington Trust
Rhode Island
$26K +$29.5K +51 New
AIG
132
American International Group
New York
$25K +$27.8K +48 New
SFSIG
133
San Francisco Sentry Investment Group
California
$21K -$1.74K -3 -7%
S
134
SignatureFD
Georgia
$13K
APA
135
American Portfolios Advisors
New York
$10.1K -$2.9K -5 -20%
IAIM
136
International Assets Investment Management
Florida
$10K +$11.6K +20 New
SFS
137
Sowell Financial Services
Arkansas
$8K
HCP
138
Hexagon Capital Partners
Arkansas
$7K
MCM
139
Manchester Capital Management
Vermont
$4K
FDCDDQ
140
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.42K +$4.05K +7 New
PWMG
141
Prestige Wealth Management Group
New Jersey
$2K
VCG
142
Vantage Consulting Group
Virginia
$2K +$2.32K +4 New
CA
143
Crewe Advisors
Utah
$1K
AWG
144
Altus Wealth Group
Colorado
$1K +$1.16K +2 New
US Bancorp
145
US Bancorp
Minnesota
$1K +$1.16K +2 New
Massachusetts Financial Services
146
Massachusetts Financial Services
Massachusetts
-$37.4M -63,103 Closed
Alkeon Capital Management
147
Alkeon Capital Management
New York
-$23.7M -40,000 Closed
CCA
148
Canyon Capital Advisors
Texas
-$18M -30,350 Closed
CCM
149
Candlestick Capital Management
Connecticut
-$11.9M -20,000 Closed
CTA
150
Carillon Tower Advisers
Florida
-$10.2M -17,176 Closed