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Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
826
Institutional & Family Asset Management
Colorado
$2K – – –
LF
827
Lee Financial
Texas
$2K – – –
SIS
828
Sound Income Strategies
Florida
$2K – – –
TIM
829
Tortoise Investment Management
New York
$2K – – –
EI
830
Ellevest Inc
New York
$2K +$279 +8 +17%
LWANC
831
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K +$1.74K +50 New
CFO
832
CVA Family Office
Colorado
$2K +$2.54K +73 New
BII
833
Bainco International Investors
Massachusetts
$2K +$2.75K +79 New
SQA
834
Simon Quick Advisors
New Jersey
$1K -$6.37K -183 -81%
AS
835
Altshuler Shaham
Israel
$1K -$4.39K -126 -85%
Kayne Anderson Rudnick Investment Management
836
Kayne Anderson Rudnick Investment Management
California
$1K -$2.26K -65 -58%
APW
837
Acima Private Wealth
Virginia
$1K – – –
IWP
838
IAG Wealth Partners
Wisconsin
$1K – – –
MF
839
Manchester Financial
California
$1K – – –
WCG
840
Weaver Consulting Group
California
$1K – – –
TFA
841
Transamerica Financial Advisors
Florida
$1K +$139 +4 +14%
EM
842
Elliott Management
New York
– -$357M -9,900,000 Closed
Marshall Wace
843
Marshall Wace
United Kingdom
– -$149M -4,115,129 Closed
JIM
844
Jupiter Investment Management
United Kingdom
– -$88.2M -2,442,419 Closed
Parnassus Investments
845
Parnassus Investments
California
– -$83.1M -2,301,452 Closed
DAM
846
Dorsey Asset Management
Illinois
– -$33.7M -934,115 Closed
N
847
Natixis
France
– -$26.9M -751,808 Closed
KCM
848
Kingstown Capital Management
New York
– -$27.1M -750,000 Closed
GTP
849
Global Thematic Partners
New York
– -$22M -610,409 Closed
BHIA
850
Birch Hill Investment Advisors
Massachusetts
– -$13.8M -382,519 Closed