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Name Holding Trade Value Shares
Change
Change in
Stake
RBC
1401
Roble Belko & Company
Pennsylvania
$4K
AIS
1402
Accurate Investment Solutions
Pennsylvania
$4K +$4.34K +28 New
AA
1403
Advisory Alpha
Michigan
$3.44K +$3.41K +22 New
CIA
1404
CSat Investment Advisory
Michigan
$3K -$310 -2 -11%
AIC
1405
Archer Investment Corporation
Indiana
$3K
LWA
1406
Lenox Wealth Advisors
New York
$3K
PG
1407
Proffitt & Goodson
Tennessee
$3K
SCA
1408
Stuart Chaussee & Associates
California
$3K
PGAM
1409
Princeton Global Asset Management
New Jersey
$3K +$3.1K +20 New
BCH
1410
Berkshire Capital Holdings
California
$2K -$12.5M -80,470 -100%
LPWM
1411
Lake Point Wealth Management
Texas
$2K -$17.5K -113 -88%
IAS
1412
IMA Advisory Services
Colorado
$2K -$8.99K -58 -82%
LWA
1413
Lowe Wealth Advisors
Maryland
$2K
PCFFS
1414
Pacific Center for Financial Services
California
$2K
TCM
1415
Tradewinds Capital Management
Washington
$2K
FGAM
1416
Financial Gravity Asset Management
Texas
$2K +$1.55K +10 New
CIR
1417
Clear Investment Research
Georgia
$1K
OWA
1418
One Wealth Advisors
California
$1K +$775 +5 New
Viking Global Investors
1419
Viking Global Investors
Connecticut
-$709M -5,174,593 Closed
SHCM
1420
Sachem Head Capital Management
New York
-$231M -1,685,000 Closed
DFO
1421
Duquesne Family Office
New York
-$147M -1,072,585 Closed
Holocene Advisors
1422
Holocene Advisors
New York
-$137M -997,666 Closed
EIM
1423
Elephas Investment Management
Hong Kong
-$42.2M -308,000 Closed
SC
1424
Samlyn Capital
New York
-$24.4M -178,060 Closed
CMG
1425
Cavalry Management Group
California
-$23.5M -171,889 Closed