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Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
1301
Summit Financial Wealth Advisors
Louisiana
$14K +$13.4K +150 New
LWM
1302
LBA Wealth Management
Florida
$12K – – –
WA
1303
Winfield Associates
Ohio
$12K +$11.2K +125 New
AFIA
1304
America First Investment Advisors
Nebraska
$11K – – –
TJHA
1305
Thomas J. Herzfeld Advisors
Florida
$11K +$10.7K +119 New
MSFP
1306
Mark Sheptoff Financial Planning
Connecticut
$9K – – –
LWA
1307
Lenox Wealth Advisors
New York
$8K -$54.1K -603 -88%
PWM
1308
ParenteBeard Wealth Management
Pennsylvania
$7K -$744K -8,299 -93%
NYLT
1309
New York Life Trust
New York
$7K +$986 +11 +18%
Colony Group
1310
Colony Group
Massachusetts
$6K +$90 +1 +2%
NMIS
1311
Northwestern Mutual Investment Services
Wisconsin
$6K +$5.65K +63 New
CFSG
1312
Community Financial Services Group
Vermont
$6K +$6.19K +69 New
MFBTD
1313
MB Financial Bank - Trust Department
Illinois
$5K -$117K -1,300 -96%
HCM
1314
Horrell Capital Management
Arkansas
$4K – – –
HR
1315
Howe & Rusling
New York
$3K -$8.96K -100 -77%
UFA
1316
US Financial Advisors
Massachusetts
$3K +$2.78K +31 New
BCMIO
1317
Beacon Capital Management Inc (Ohio)
Ohio
$2K – – –
MUMSS
1318
Mitsubishi UFJ Morgan Stanley Securities
Japan
$2K – – –
SA
1319
SRH Advisors
Kansas
$2K – – –
RWM
1320
Raffa Wealth Management
District of Columbia
$1.68K – – –
CCI
1321
Columbus Circle Investors
– -$177M -2,020,954 Closed
SCM
1322
Stevens Capital Management
Pennsylvania
– -$33.8M -386,208 Closed
Renaissance Technologies
1323
Renaissance Technologies
New York
– -$32.3M -368,700 Closed
PP
1324
PDT Partners
New York
– -$24.6M -281,029 Closed
Soros Fund Management
1325
Soros Fund Management
New York
– -$20.6M -235,000 Closed