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Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
401
Boyd Watterson Asset Management
Ohio
$589 – – –
BFS
402
Burkett Financial Services
South Carolina
$492 – – –
CAS
403
Coppell Advisory Solutions
Texas
$456 – – –
BGAI
404
Bruce G. Allen Investments
Colorado
$427 +$429 +21 New
CWC
405
Carolinas Wealth Consulting
North Carolina
$407 – – –
VWM
406
Valley Wealth Managers
New Jersey
$406 – – –
WB
407
Webster Bank
Connecticut
$406 – – –
CTC
408
Central Trust Company
Missouri
$366 -$613 -30 -63%
AA
409
Addison Advisors
Vermont
$326 – – –
LWANC
410
Laurel Wealth Advisors (North Carolina)
North Carolina
$326 – – –
SWA
411
SOA Wealth Advisors
New York
$231 – – –
TWC
412
TD Waterhouse Canada
Ontario, Canada
$217 +$225 +11 New
NBT
413
Northwest Bank & Trust
Iowa
$203 – – –
OP
414
ORG Partners
Indiana
$132 -$348 -17 -74%
CJ
415
Caitlin John
Michigan
$77 – – –
CFD
416
Creative Financial Designs
Indiana
$61 – – –
CPA
417
Capital Performance Advisors
California
$61 +$61 +3 New
PA
418
Pineridge Advisors
Missouri
$20 – – –
Voloridge Investment Management
419
Voloridge Investment Management
Florida
– -$4.94M -219,047 Closed
CC
420
Covalis Capital
United Kingdom
– -$4.64M -205,502 Closed
TC
421
TwinBeech Capital
New York
– -$4.34M -192,245 Closed
AQR Capital Management
422
AQR Capital Management
Connecticut
– -$3.58M -158,585 Closed
Assenagon Asset Management
423
Assenagon Asset Management
Luxembourg
– -$2.5M -110,931 Closed
BA
424
Bridgewater Associates
Connecticut
– -$2.34M -103,654 Closed
QCM
425
Quantinno Capital Management
New York
– -$1.89M -83,577 Closed