Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
Allworth Financial
California
$1.13K -$11.7K -468 -91%
CTA
202
Colonial Trust Advisors
South Carolina
$734 – – –
LSA
203
Leonteq Securities AG
Switzerland
$666 – – –
RWM
204
Raffa Wealth Management
District of Columbia
$666 – – –
WTC
205
WhitTier Trust Company
Nevada
$665 – – –
PA
206
Parallel Advisors
California
$551 +$401 +16 +200%
TWC
207
TD Waterhouse Canada
Ontario, Canada
$438 – – –
SIS
208
Sound Income Strategies
Florida
$367 – – –
SC
209
Schubert & Co
Texas
$276 – – –
JWA
210
JFS Wealth Advisors
Pennsylvania
$207 – – –
DI
211
Disciplined Investments
Oklahoma
$69 – – –
FDCDDQ
212
Federation des caisses Desjardins du Quebec
Quebec, Canada
$69 – – –
SIC
213
SJS Investment Consulting
Ohio
$46 -$50 -2 -50%
TAM
214
Tucker Asset Management
Colorado
$46 – – –
TWP
215
TFO Wealth Partners
Ohio
$23 -$1.85K -74 -99%
BA
216
Bellwether Advisors
Nebraska
$22 – – –
GLA
217
Great Lakes Advisors
Illinois
– -$1.29M -479,276 Closed
Wellington Management Group
218
Wellington Management Group
Massachusetts
– -$9.8M -362,890 Closed
ACG
219
Aventail Capital Group
New York
– -$8.47M -313,549 Closed
JGC
220
J. Goldman & Co
New York
– -$5.79M -214,430 Closed
Renaissance Technologies
221
Renaissance Technologies
New York
– -$5.79M -214,344 Closed
Arrowstreet Capital
222
Arrowstreet Capital
Massachusetts
– -$2.63M -97,235 Closed
QC
223
Quantedge Capital
Singapore
– -$2.31M -85,700 Closed
Qube Research & Technologies (QRT)
224
Qube Research & Technologies (QRT)
United Kingdom
– -$2.17M -80,229 Closed
Acadian Asset Management
225
Acadian Asset Management
Massachusetts
– -$2.15M -79,680 Closed