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Name Holding Trade Value Shares
Change
Change in
Stake
BCV
201
Banque Cantonale Vaudoise
Switzerland
$10K -$14.9K -500 -50%
AIM
202
Achmea Investment Management
Netherlands
$10K +$15.6K +523 New
EI
203
Ellevest Inc
New York
$10K +$15.7K +525 New
KFP
204
KB Financial Partners
New Jersey
$8K -$5.74K -192 -31%
AF
205
Allworth Financial
California
$8K +$2.96K +99 +33%
DFCM
206
Dark Forest Capital Management
Puerto Rico
$8K +$12.7K +425 New
AWM
207
Activest Wealth Management
Florida
$7K +$10.5K +350 New
ZB
208
Zions Bancorporation
Utah
$6K +$7.68K +257 +584%
LSA
209
Leonteq Securities AG
Switzerland
$5.59K -$16K -534 -65%
National Bank of Canada
210
National Bank of Canada
Quebec, Canada
$5K +$5.23K +175 +138%
BCM
211
Bourgeon Capital Management
Connecticut
$5K +$7.68K +257 New
TWA
212
TCI Wealth Advisors
Arizona
$4K +$6.84K +229 New
LWCFA
213
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K – – –
PFBT
214
Parkside Financial Bank & Trust
Missouri
$3K +$3.94K +132 New
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$3K +$4.84K +162 New
TFGT
216
TS Financial Group (TSFG)
Illinois
$2K – – –
BIA
217
Bell Investment Advisors
California
$2K +$2.15K +72 +153%
GWS
218
Glassman Wealth Services
Virginia
$2K +$3.05K +102 New
HWA
219
Heritage Wealth Advisors
Virginia
$1.95K – – –
TPCW
220
TD Private Client Wealth
New York
$1.44K +$2.21K +74 New
First Manhattan
221
First Manhattan
New York
$1K – – –
BTI
222
Blue Trust Inc
Georgia
$1K +$1.14K +38 New
CAL
223
Capital Advisors Ltd
Ohio
$1K +$1.17K +39 New
VVP
224
Vulcan Value Partners
Alabama
– -$261M -7,588,801 Closed
DCM
225
Dorsal Capital Management
California
– -$56.8M -1,650,000 Closed