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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
726
Wolff Wiese Magana
California
$4K +$3.85K +132 New
BAM
727
Bellevue Asset Management
Washington
$3K -$233 -8 -6%
VCM
728
Versant Capital Management
Arizona
$3K – – –
GWS
729
Glassman Wealth Services
Virginia
$3K +$699 +24 +35%
DAC
730
Dividend Assets Capital
South Carolina
$3K +$2.91K +100 New
FCH
731
Freestone Capital Holdings
Washington
$2.8K -$80.9K -2,776 -97%
AssetMark Inc
732
AssetMark Inc
California
$2K -$16.7K -572 -89%
LWCFA
733
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K – – –
PWMG
734
Prestige Wealth Management Group
New Jersey
$2K +$350 +12 +25%
LIM
735
Longfellow Investment Management
Massachusetts
$2K +$932 +32 New
MA
736
MUFG Americas
New York
$2K +$1.63K +56 New
NSB
737
Norway Savings Bank
Maine
$2K +$1.98K +68 New
SWA
738
Sutton Wealth Advisors
Florida
$1.4K +$816 +28 +175%
CAM
739
ClariVest Asset Management
California
$1K -$2.45K -84 -70%
CA
740
Crewe Advisors
Utah
$1K -$583 -20 -33%
MCM
741
Manchester Capital Management
Vermont
$1K +$350 +12 +100%
RA
742
Resolute Advisors
California
$1K +$466 +16 New
EFSCE
743
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$699 +24 New
NFSG
744
Newbridge Financial Services Group
Florida
$1K +$1.05K +36 New
SSWG
745
Seven Springs Wealth Group
Tennessee
$1K +$1.17K +40 New
CWM
746
Curi Wealth Management
North Carolina
$1K +$1.4K +48 New
TI
747
tru Independence
Oregon
$1 +$816 +28 New
SCM
748
Suvretta Capital Management
New York
– -$71M -2,699,640 Closed
SCA
749
Southpoint Capital Advisors
New York
– -$42.1M -1,600,000 Closed
MWNA
750
Marshall Wace North America
New York
– -$40.5M -1,539,172 Closed