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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
726
Versant Capital Management
Arizona
$3K
GWS
727
Glassman Wealth Services
Virginia
$3K +$699 +24 +35%
DAC
728
Dividend Assets Capital
South Carolina
$3K +$2.91K +100 New
FCH
729
Freestone Capital Holdings
Washington
$2.8K -$80.9K -2,776 -97%
AssetMark Inc
730
AssetMark Inc
California
$2K -$16.7K -572 -89%
LWCFA
731
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
PWMG
732
Prestige Wealth Management Group
New Jersey
$2K +$350 +12 +25%
LIM
733
Longfellow Investment Management
Massachusetts
$2K +$932 +32 New
MA
734
MUFG Americas
New York
$2K +$1.63K +56 New
NSB
735
Norway Savings Bank
Maine
$2K +$1.98K +68 New
SWA
736
Sutton Wealth Advisors
Florida
$1.4K +$816 +28 +175%
CAM
737
ClariVest Asset Management
California
$1K -$2.45K -84 -70%
CA
738
Crewe Advisors
Utah
$1K -$583 -20 -33%
MCM
739
Manchester Capital Management
Vermont
$1K +$350 +12 +100%
RA
740
Resolute Advisors
California
$1K +$466 +16 New
EFSCE
741
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$699 +24 New
NFSG
742
Newbridge Financial Services Group
Florida
$1K +$1.05K +36 New
SSWG
743
Seven Springs Wealth Group
Tennessee
$1K +$1.17K +40 New
CWM
744
Curi Wealth Management
North Carolina
$1K +$1.4K +48 New
Walleye Capital
745
Walleye Capital
New York
$421 -$546K -18,736 -59%
TI
746
tru Independence
Oregon
$1 +$816 +28 New
SCM
747
Suvretta Capital Management
New York
-$71M -2,699,640 Closed
SCA
748
Southpoint Capital Advisors
New York
-$42.1M -1,600,000 Closed
MWNA
749
Marshall Wace North America
New York
-$40.5M -1,539,172 Closed
DKCM
750
Davidson Kempner Capital Management
New York
-$19.7M -748,732 Closed