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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1651
Toth Financial Advisory
Virginia
$5K – – –
NCM
1652
New Capital Management
Texas
$5K +$33 +1 +0.7%
CWM
1653
Catamount Wealth Management
Connecticut
$5K +$4.89K +150 New
AIA
1654
Arcadia Investment Advisors
Idaho
$4.4K – – –
APSP
1655
Asset Planning Services (Pennsylvania)
Pennsylvania
$4K – – –
SIS
1656
Sound Income Strategies
Florida
$4K +$228 +7 +5%
BC
1657
Barnett & Company
Tennessee
$4K +$4.01K +123 New
Parallax Volatility Advisers
1658
Parallax Volatility Advisers
California
$3K -$6.77M -207,846 -100%
PWAG
1659
Polaris Wealth Advisory Group
California
$3K -$34K -1,042 -92%
OBWP
1660
O'Brien Wealth Partners
Massachusetts
$3K -$7.69K -236 -71%
EWM
1661
Elmwood Wealth Management
California
$2.36K – – –
PCM
1662
Poehling Capital Management
Wisconsin
$2K -$8.15K -250 -83%
CMBA
1663
C.M. Bidwell & Associates
Hawaii
$2K – – –
SMG
1664
Spectrum Management Group
Indiana
$2K – – –
RCG
1665
Ruggie Capital Group
Florida
$2K +$1.79K +55 New
GWA
1666
Guidant Wealth Advisors
Illinois
$2K +$2.7K +83 New
CIA
1667
CSat Investment Advisory
Michigan
$1K +$1.21K +37 New
NIM
1668
NuWave Investment Management
New Jersey
$1K +$1.3K +40 New
FIA
1669
FNY Investment Advisers
New York
$1K +$1.4K +43 New
SCP
1670
Soroban Capital Partners
New York
– -$727M -22,307,929 Closed
FMI
1671
Fiduciary Management Inc
Wisconsin
– -$471M -13,786,689 Closed
TCI Fund Management
1672
TCI Fund Management
United Kingdom
– -$407M -11,897,380 Closed
EIP
1673
Epoch Investment Partners
New York
– -$214M -6,253,760 Closed
SIG
1674
Senator Investment Group
New York
– -$154M -4,500,000 Closed
CCM
1675
Cadian Capital Management
New York
– -$81.7M -2,390,000 Closed