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Name Holding Trade Value Shares
Change
Change in
Stake
LWP
1201
Lumature Wealth Partners
Georgia
$2K +$1.93K +10 New
UFF
1202
USA Financial Formulas
Michigan
$1K -$1.16K -6 -55%
TFA
1203
Transamerica Financial Advisors
Florida
$1K -$192 -1 -25%
WLPWM
1204
Walled Lake Planning & Wealth Management
Illinois
$1K – – –
MCM
1205
MV Capital Management
Maryland
$1K +$770 +4 New
DI
1206
Disciplined Investments
Oklahoma
$1K +$962 +5 New
ED
1207
Exane Derivatives
France
$772 – – –
WIM
1208
Westside Investment Management
California
$5 – – –
RBA
1209
Richard Bernstein Advisors
New York
– -$3.99M -19,759 Closed
MSA
1210
Mason Street Advisors
Wisconsin
– -$3.51M -17,388 Closed
WG
1211
Winton Group
United Kingdom
– -$3.19M -15,785 Closed
KJHP
1212
K.J. Harrison & Partners
Ontario, Canada
– -$3.03M -15,000 Closed
CBT
1213
Capital Bank & Trust
California
– -$2.85M -14,121 Closed
RIA
1214
Regal Investment Advisors
Michigan
– -$2.77M -13,742 Closed
KOCAA
1215
Knights of Columbus Asset Advisors
Connecticut
– -$2.7M -13,351 Closed
OCM
1216
Orser Capital Management
Texas
– -$2.39M -11,823 Closed
PFS
1217
Physicians Financial Services
North Carolina
– -$1.91M -9,469 Closed
DL
1218
DOHJ LLC
Washington
– -$1.73M -9,003 Closed
CA
1219
Cornerstone Advisors
North Carolina
– -$1.82M -9,000 Closed
IG
1220
ING Group
Netherlands
– -$1.69M -8,361 Closed
SIM
1221
Sentry Investment Management
Wisconsin
– -$1.59M -7,859 Closed
FC
1222
FORA Capital
Florida
– -$1.49M -7,371 Closed
CA
1223
Capitolis Advisors
New York
– -$1.49M -7,355 Closed
TPA
1224
Trivium Point Advisory
Connecticut
– -$1.33M -6,774 Closed
PL
1225
Polianta Ltd
Jersey
– -$1.17M -5,800 Closed