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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
201
Achmea Investment Management
Netherlands
$10K +$15.6K +523 New
EI
202
Ellevest Inc
New York
$10K +$15.7K +525 New
KFP
203
KB Financial Partners
New Jersey
$8K -$5.74K -192 -31%
AF
204
Allworth Financial
California
$8K +$2.96K +99 +33%
DFCM
205
Dark Forest Capital Management
Puerto Rico
$8K +$12.7K +425 New
AWM
206
Activest Wealth Management
Florida
$7K +$10.5K +350 New
ZB
207
Zions Bancorporation
Utah
$6K +$7.68K +257 +584%
LSA
208
Leonteq Securities AG
Switzerland
$5.59K -$16K -534 -65%
National Bank of Canada
209
National Bank of Canada
Quebec, Canada
$5K +$5.23K +175 +138%
BCM
210
Bourgeon Capital Management
Connecticut
$5K +$7.68K +257 New
TWA
211
TCI Wealth Advisors
Arizona
$4K +$6.84K +229 New
LWCFA
212
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K
PFBT
213
Parkside Financial Bank & Trust
Missouri
$3K +$3.94K +132 New
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$3K +$4.84K +162 New
TFGT
215
TS Financial Group (TSFG)
Illinois
$2K
BIA
216
Bell Investment Advisors
California
$2K +$2.15K +72 +153%
GWS
217
Glassman Wealth Services
Virginia
$2K +$3.05K +102 New
HWA
218
Heritage Wealth Advisors
Virginia
$1.95K
TPCW
219
TD Private Client Wealth
New York
$1.44K +$2.21K +74 New
First Manhattan
220
First Manhattan
New York
$1K
BTI
221
Blue Trust Inc
Georgia
$1K +$1.14K +38 New
CAL
222
Capital Advisors Ltd
Ohio
$1K +$1.17K +39 New
Bank of Montreal
223
Bank of Montreal
Ontario, Canada
$502 +$505K +16,914 +240%
VVP
224
Vulcan Value Partners
Alabama
-$261M -7,588,801 Closed
DCM
225
Dorsal Capital Management
California
-$56.8M -1,650,000 Closed