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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
1601
LifePlan Financial Group
Ohio
$4K +$4.46K +26 New
MWM
1602
MBE Wealth Management
Wisconsin
$4K +$5.14K +30 New
WCM
1603
Wealthcare Capital Management
Virginia
$3K -$6K -35 -59%
HWM
1604
HighMark Wealth Management
Minnesota
$3K -$857 -5 -19%
IWP
1605
IAG Wealth Partners
Wisconsin
$3K – – –
PG
1606
Proffitt & Goodson
Tennessee
$3K – – –
SCA
1607
Stuart Chaussee & Associates
California
$3K – – –
ADL
1608
Asset Dedication LLC
California
$2K -$36.3K -212 -94%
LPWM
1609
Lake Point Wealth Management
Texas
$2K -$10.5K -61 -80%
JWA
1610
JFS Wealth Advisors
Pennsylvania
$2K -$2.23K -13 -50%
PW
1611
Price Wealth
Texas
$2K +$1.2K +7 +88%
GFPC
1612
Global Financial Private Capital
Florida
$2K +$2.57K +15 New
LAS
1613
Lloyd Advisory Services
Georgia
$2K +$2.92K +17 New
AA
1614
Advisory Alpha
Michigan
$1.67K -$1.72K -10 -48%
BCH
1615
Berkshire Capital Holdings
California
$1K -$9.81M -57,240 -100%
DI
1616
Disciplined Investments
Oklahoma
$1K -$3.94K -23 -74%
CIM
1617
Contravisory Investment Management
Massachusetts
$1K – – –
LWA
1618
Lowe Wealth Advisors
Maryland
$1K – – –
PCFFS
1619
Pacific Center for Financial Services
California
$1K – – –
LPC
1620
Lone Pine Capital
Connecticut
– -$673M -4,140,694 Closed
ECU
1621
Egerton Capital (UK)
United Kingdom
– -$258M -1,588,101 Closed
PCM
1622
Palestra Capital Management
New York
– -$153M -938,325 Closed
OTPPB
1623
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$119M -732,401 Closed
CAM
1624
Contour Asset Management
New York
– -$96M -590,482 Closed
PC
1625
PointState Capital
New York
– -$60.9M -374,682 Closed
63 64
65
66 67