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Clarivate

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
176
Valeo Financial Advisors
Indiana
$7K
CFA
177
Carroll Financial Associates
North Carolina
$7K +$8.1K +296 New
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$6K
WT
179
Washington Trust
Rhode Island
$6K +$5.94K +217 New
SPIA
180
Steward Partners Investment Advisory
New York
$5.3K +$5.5K +201 New
NFG
181
Next Financial Group
Texas
$5K +$274 +10 +5%
HR
182
Howe & Rusling
New York
$5K +$328 +12 +7%
Rockefeller Capital Management
183
Rockefeller Capital Management
New York
$4K
PLU
184
Performa Ltd (US)
South Carolina
$4K +$1.37K +50 +50%
PCG
185
Private Capital Group
Connecticut
$4K +$2.63K +96 +150%
KFP
186
KB Financial Partners
New Jersey
$3K +$3.06K +112 New
GRP
187
Global Retirement Partners
California
$2K +$1.26K +46 +177%
HI
188
Harbour Investments
Wisconsin
$1K +$848 +31 New
IA
189
IFP Advisors
Florida
$1K +$1.37K +50 New
Capital World Investors
190
Capital World Investors
California
-$72.1M -2,427,423 Closed
MC
191
Maplelane Capital
New York
-$33.4M -1,125,000 Closed
DP
192
DSAM Partners
United Kingdom
-$29.7M -999,000 Closed
PI
193
Putnam Investments
Massachusetts
-$25.3M -850,489 Closed
AIM
194
Artemis Investment Management
United Kingdom
-$15.1M -508,180 Closed
HLC
195
Hunt Lane Capital
New York
-$14.9M -500,000 Closed
HAM
196
Honeycomb Asset Management
New York
-$13.5M -455,594 Closed
Point72 Asset Management
197
Point72 Asset Management
Connecticut
-$9.43M -317,407 Closed
OCM
198
Oribel Capital Management
New York
-$8.95M -301,100 Closed
Loomis, Sayles & Company
199
Loomis, Sayles & Company
Massachusetts
-$8.92M -300,357 Closed
SVC
200
Strycker View Capital
New York
-$7.67M -258,113 Closed