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Name Holding Trade Value Shares
Change
Change in
Stake
JWS
501
Juncture Wealth Strategies
Arizona
-$223K -7,647 Closed
RIA
502
Regal Investment Advisors
Michigan
-$221K -7,557 Closed
LCS
503
Levin Capital Strategies
New York
-$218K -7,450 Closed
TPA
504
Trivium Point Advisory
Connecticut
-$213K -7,367 Closed
BA
505
Bridgewater Associates
Connecticut
-$214K -7,324 Closed
MFA
506
Mayflower Financial Advisors
Massachusetts
-$214K -7,073 Closed
EDRH
507
Edmond de Rothschild Holding
Switzerland
-$193K -6,598 Closed
GKWIM
508
Gerber Kawasaki Wealth & Investment Management
California
-$147K -5,059 Closed
OSAM
509
O'Shaughnessy Asset Management
Connecticut
-$70K -2,397 Closed
Credit Agricole
510
Credit Agricole
France
-$58K -2,000 Closed
IF
511
Ironwood Financial
Arizona
-$36K -1,241 Closed
TFO
512
Tarbox Family Office
California
-$29K -1,000 Closed
RE
513
RBC Europe
United Kingdom
-$26K -890 Closed
HFM
514
Harvest Fund Management
China
-$15K -536 Closed
SWA
515
Sutton Wealth Advisors
Florida
-$14.6K -500 Closed
TIM
516
Tortoise Investment Management
New York
-$15K -500 Closed
DOA
517
D'Orazio & Associates
Virginia
-$9K -300 Closed
HI
518
Harbour Investments
Wisconsin
-$9K -300 Closed
APWA
519
Atlas Private Wealth Advisors
New Jersey
-$5K -159 Closed
CFA
520
Carroll Financial Associates
North Carolina
-$3K -119 Closed
CPWM
521
Cypress Point Wealth Management
Texas
-$2K -70 Closed
SFP
522
Sterling Financial Planning
New Jersey
-$1K -50 Closed
AWA
523
Arkadios Wealth Advisors
Georgia
-$1K -38 Closed
RWM
524
Raffa Wealth Management
District of Columbia
-$584 -20 Closed
CAL
525
Capital Advisors Ltd
Ohio
+$404 +15 New