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Name Holding Trade Value Shares
Change
Change in
Stake
EC
701
Estate Counselors
Wisconsin
$4K -$744K -8,320 -100%
LF
702
Lee Financial
Texas
$4K
SIS
703
Sound Income Strategies
Florida
$4K
AW
704
Alpha Windward
Massachusetts
$4K +$3.22K +36 New
BCH
705
Berkshire Capital Holdings
California
$4K +$3.58K +40 New
AII
706
AGF Investments Inc
Ontario, Canada
$3K -$361K -4,040 -99%
BWM
707
BerganKDV Wealth Management
Minnesota
$3K +$2.5K +28 New
EW
708
Evoke Wealth
California
$3K +$2.86K +32 New
GRP
709
Global Retirement Partners
California
$2K -$358 -4 -20%
FCM
710
Firestone Capital Management
Florida
$2K
JWA
711
JFS Wealth Advisors
Pennsylvania
$2K
RDWM
712
Red Door Wealth Management
Tennessee
$2K
TFO
713
Tarbox Family Office
California
$2K
VCM
714
Versant Capital Management
Arizona
$2K
Fidelity International
715
Fidelity International
Bermuda
$2K +$1.43K +16 New
JCM
716
Jacobi Capital Management
Pennsylvania
$2K +$1.43K +16 New
CFD
717
Creative Financial Designs
Indiana
$2K +$1.79K +20 New
FWM
718
Focused Wealth Management
New York
$2K +$1.79K +20 New
WAM
719
Wolverine Asset Management
Illinois
$1K -$128K -1,428 -99%
AF
720
Allworth Financial
California
$1K
TL
721
TrueWealth LLC
Georgia
$1K
Balyasny Asset Management
722
Balyasny Asset Management
Illinois
-$29.5M -438,344 Closed
DM
723
Deerfield Management
New York
-$23.4M -348,000 Closed
KCM
724
Kornitzer Capital Management
Kansas
-$17.1M -253,348 Closed
N
725
Natixis
France
-$11.8M -175,692 Closed