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Name Holding Trade Value Shares
Change
Change in
Stake
AW
476
Avion Wealth
Texas
$1K – – –
NWM
477
Navigoe Wealth Management
California
$1K – – –
BWA
478
Basecamp Wealth Advisors
Washington
$966 +$965 +12 New
TWD
479
True Wealth Design
Ohio
$886 -$804 -10 -48%
FHA
480
Flagship Harbor Advisors
Massachusetts
$805 +$804 +10 New
BIA
481
Bell Investment Advisors
California
$725 -$965 -12 -57%
RWM
482
Rialto Wealth Management
New York
$645 +$241 +3 +60%
KFI
483
Key Financial Inc
Pennsylvania
$644 – – –
BHWM
484
Bay Harbor Wealth Management
Maryland
$644 +$80 +1 +14%
SIC
485
SJS Investment Consulting
Ohio
$564 -$402 -5 -42%
Geneos Wealth Management
486
Geneos Wealth Management
Colorado
$564 – – –
HIA
487
HFM Investment Advisors
New Jersey
$484 -$161 -2 -25%
VWA
488
Valued Wealth Advisors
Utah
$406 – – –
BFS
489
Bare Financial Services
Pennsylvania
$403 -$482 -6 -55%
ME
490
McIlrath & Eck
Washington
$242 +$241 +3 New
PWA
491
Principia Wealth Advisory
Texas
$81 -$402 -5 -83%
RS
492
Rakuten Securities
Japan
$81 – – –
Janus Henderson Group
493
Janus Henderson Group
– -$204M -2,487,465 Closed
Schroder Investment Management Group
494
Schroder Investment Management Group
United Kingdom
– -$37.6M -463,966 Closed
Clal Insurance
495
Clal Insurance
Israel
– -$34.5M -420,000 Closed
Woodline Partners
496
Woodline Partners
California
– -$34.4M -418,944 Closed
DDPIC
497
Deroy & Devereaux Private Investment Counsel
Michigan
– -$23.7M -289,376 Closed
DS
498
Dudley & Shanley
Florida
– -$20.2M -246,539 Closed
NEI
499
Northwest & Ethical Investments
Ontario, Canada
– -$9.59M -116,921 Closed
TC
500
TwinBeech Capital
New York
– -$8.48M -103,377 Closed