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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
201
Edge Wealth Management
New York
$6K
GSC
202
G&S Capital
Colorado
$6K
APP
203
Avantax Planning Partners
Iowa
$6K +$5.92K +275 New
HLA
204
Hamilton Lane Advisors
Pennsylvania
$5K -$606K -28,177 -11%
LWM
205
Lenox Wealth Management
Ohio
$5K +$473 +22 +10%
WAP
206
Wealthcare Advisory Partners
Pennsylvania
$5K +$5.38K +250 New
SSB
207
Sandy Spring Bank
Maryland
$4K
TWA
208
TCI Wealth Advisors
Arizona
$4K
GRP
209
Global Retirement Partners
California
$3K
GWM
210
Geneos Wealth Management
Colorado
$2K -$14K -650 -87%
MCMC
211
Matrix Capital Management Company
New Hampshire
-$21.1M -1,000,000 Closed
WRCM
212
Whale Rock Capital Management
Massachusetts
-$16.9M -798,418 Closed
CM
213
Castleark Management
Illinois
-$9.96M -471,675 Closed
NCGI
214
Next Century Growth Investors
Minnesota
-$7.34M -347,683 Closed
AAP
215
Ardsley Advisory Partners
Connecticut
-$6.7M -317,000 Closed
GCP
216
Garelick Capital Partners
Massachusetts
-$6.53M -309,327 Closed
QIM
217
Quantitative Investment Management
Virginia
-$5.55M -262,700 Closed
EGM
218
Engineers Gate Manager
New York
-$5.09M -240,872 Closed
BWFA
219
Baltimore-Washington Financial Advisors
Maryland
-$4M -189,635 Closed
AR
220
Advisory Research
Illinois
-$3.41M -161,411 Closed
OCM
221
Osterweis Capital Management
California
-$3.17M -150,065 Closed
Susquehanna International Group
222
Susquehanna International Group
Pennsylvania
-$2.64M -122,618 Closed
HSBC Holdings
223
HSBC Holdings
United Kingdom
-$2.02M -95,682 Closed
EIM
224
Essex Investment Management
Massachusetts
-$1.52M -71,905 Closed
KJHP
225
K.J. Harrison & Partners
Ontario, Canada
-$1.01M -48,000 Closed