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Name Holding Trade Value Shares
Change
Change in
Stake
IAS
1926
IMA Advisory Services
Colorado
$891 +$853 +5 New
Q1WB
1927
Quest 10 Wealth Builders
Virginia
$847 +$853 +5 New
NEWAS
1928
N.E.W. Advisory Services
Wisconsin
$535 -$127K -747 -100%
3FI
1929
3 Factor Indexing
California
$357 +$341 +2 New
MCA
1930
Maryland Capital Advisors
Maryland
$179 +$171 +1 New
FGP
1931
Freestone Grove Partners
California
$178 +$171 +1 New
Winslow Capital Management
1932
Winslow Capital Management
Minnesota
– -$346M -8,058,150 Closed
AC
1933
AKO Capital
United Kingdom
– -$210M -1,248,075 Closed
Voloridge Investment Management
1934
Voloridge Investment Management
Florida
– -$153M -911,200 Closed
BGC
1935
Blue Grotto Capital
Georgia
– -$2.86M -425,000 Closed
CG
1936
Carmignac Gestion
France
– -$62.1M -368,550 Closed
RPI
1937
Railway Pension Investments
United Kingdom
– -$48.3M -286,800 Closed
BCM
1938
Brasada Capital Management
Texas
– -$1.31M -185,625 Closed
Point72 Asset Management
1939
Point72 Asset Management
Connecticut
– -$31.5M -184,725 Closed
FCM
1940
Fernbridge Capital Management
California
– -$30.9M -183,750 Closed
ZIG
1941
Zurich Insurance Group
Switzerland
– -$29.9M -177,250 Closed
Walleye Capital
1942
Walleye Capital
New York
– -$29.5M -173,175 Closed
VCP
1943
Varenne Capital Partners
France
– -$27.1M -160,450 Closed
OBAM
1944
ODDO BHF Asset Management
France
– -$26.1M -154,925 Closed
T. Rowe Price Investment Management
1945
T. Rowe Price Investment Management
Maryland
– -$24.8M -147,525 Closed
SCP
1946
Sandhill Capital Partners
New York
– -$23.2M -137,800 Closed
JTWM
1947
Jackson Thornton Wealth Management
Alabama
– -$785K -113,125 Closed
MASUI
1948
MIRAE ASSET SECURITIES (USA) INC.
New York
– -$17.3M -102,725 Closed
CA
1949
Cornerstone Advisors
North Carolina
– -$15.2M -90,000 Closed
QFW
1950
QTR Family Wealth
Florida
– -$543K -75,000 Closed