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Arrowhead Research
ARWR

Name Holding Trade Value Shares
Change 		Change in
Stake
IUHSA
276
Itau Unibanco Holding S.A.
Brazil
$15K -$6.05K -88 -28%
PCG
277
Private Capital Group
Connecticut
$14K – – –
AF
278
Allworth Financial
California
$14K +$8.73K +127 +155%
VNA
279
Valley National Advisers
Pennsylvania
$13K – – –
NICM
280
Neo Ivy Capital Management
New York
$13K +$13.5K +197 New
GAM
281
Gemmer Asset Management
California
$11K +$5.36K +78 +82%
CWS
282
Confluence Wealth Services
Pennsylvania
$10K +$10.7K +156 New
PFGIA
283
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$344 +5 +4%
ST
284
Sageworth Trust
Pennsylvania
$8K -$26.5K -385 -77%
S
285
SignatureFD
Georgia
$8K +$412 +6 +5%
C
286
Covestor
United Kingdom
$8K +$7.9K +115 New
AIM
287
Arcadia Investment Management
Michigan
$7K – – –
ST
288
Smithfield Trust
Pennsylvania
$7K – – –
SGAM
289
Smith Group Asset Management
Texas
$7K – – –
SWM
290
Spire Wealth Management
Virginia
$7K +$6.94K +101 New
CFA
291
Carroll Financial Associates
North Carolina
$6K – – –
EWA
292
EverSource Wealth Advisors
Alabama
$6K +$6.67K +97 New
QT
293
Quantbot Technologies
New York
$6K +$6.8K +99 New
VRM
294
Vectors Research Management
New York
$4K – – –
UB
295
UMB Bank
Missouri
$4K +$4.05K +59 New
CWA
296
Clearview Wealth Advisors
Oregon
$3K – – –
GWSG
297
GPS Wealth Strategies Group
Colorado
$2K – – –
CFGS
298
Concourse Financial Group Securities
Alabama
$1K – – –
HR
299
Howe & Rusling
New York
$1K – – –
IFAM
300
Institutional & Family Asset Management
Colorado
$1K – – –
10 11
12
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