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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
801
SOA Wealth Advisors
New York
$2.15K
RTL
802
Red Tortoise LLC
Georgia
$1.99K
SOW
803
State of Wyoming
Wyoming
$1.99K +$303 +2 +20%
FCAG
804
First Capital Advisors Group
New Jersey
$1.99K +$1.82K +12 New
RWM
805
Raffa Wealth Management
District of Columbia
$1.82K
MFT
806
Moisand Fitzgerald Tamayo
Florida
$1.66K
CAS
807
Coppell Advisory Solutions
Texas
$1.31K +$1.21K +8 New
FMP
808
Financial Management Professionals
Texas
$1K
SIA
809
SkyView Investment Advisors
New Jersey
$1K +$757 +5 New
ANBT
810
American National Bank & Trust
Texas
$994
MHR
811
Matthew Hamilton Rosenberg
$994
NSIM
812
North Star Investment Management
Illinois
$828
MCM
813
Manchester Capital Management
Vermont
$663 -$189K -1,247 -100%
TFM
814
TFC Financial Management
Massachusetts
$663
TWD
815
True Wealth Design
Ohio
$497
AWM
816
AllSquare Wealth Management
New York
$148
D.E. Shaw & Co
817
D.E. Shaw & Co
New York
-$11.3M -77,036 Closed
FBB
818
Fulton Breakefield Broenniman
Maryland
-$9.77M -66,647 Closed
Voloridge Investment Management
819
Voloridge Investment Management
Florida
-$4.4M -30,031 Closed
Two Sigma Investments
820
Two Sigma Investments
New York
-$4.11M -28,065 Closed
AM
821
AGF Management
Ontario, Canada
-$3.62M -24,678 Closed
AMI
822
Amica Mutual Insurance
Rhode Island
-$3.46M -23,587 Closed
SLWA
823
San Luis Wealth Advisors
California
-$1.69M -11,537 Closed
CC
824
Cipher Capital
New York
-$1.54M -10,499 Closed
CANY
825
Caxton Associates (New York)
New York
-$1.5M -10,256 Closed