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Name Holding Trade Value Shares
Change
Change in
Stake
IA
501
IFP Advisors
Florida
$6K -$3.85K -26 -43%
TFGT
502
TS Financial Group (TSFG)
Illinois
$6K
WTC
503
WhitTier Trust Company
Nevada
$6K
RWA
504
Ropes Wealth Advisors
Massachusetts
$6K +$4.74K +32 New
KPW
505
Kore Private Wealth
New York
$6K +$5.63K +38 New
SWA
506
Sutton Wealth Advisors
Florida
$4.81K
BBHC
507
Brown Brothers Harriman & Co
New York
$4K +$1.93K +13 +130%
FMP
508
Financial Management Professionals
Texas
$4K +$3.7K +25 New
BWM
509
BerganKDV Wealth Management
Minnesota
$3K -$2.37K -16 -52%
SL
510
Savior LLC
Massachusetts
$3K
EWA
511
Evolution Wealth Advisors
Florida
$3K +$2.81K +19 New
TAIM
512
TD Ameritrade Investment Management
Nebraska
$2K -$68.9K -465 -97%
M
513
MOTCO
Texas
$2K
ZB
514
Zions Bancorporation
Utah
$2K
TJHA
515
Thomas J. Herzfeld Advisors
Florida
$2K +$1.48K +10 New
PCG
516
Private Capital Group
Connecticut
$1K -$3.56K -24 -89%
PWMG
517
Prestige Wealth Management Group
New Jersey
$1K -$1.04K -7 -50%
PA
518
Procyon Advisors
Connecticut
$1K
WCG
519
Weaver Consulting Group
California
$1K
TWA
520
TCI Wealth Advisors
Arizona
$1K +$593 +4 +100%
Bank Julius Baer & Co
521
Bank Julius Baer & Co
Switzerland
$1K +$741 +5 New
TI
522
tru Independence
Oregon
$60
LPC
523
Lone Pine Capital
Connecticut
-$379M -3,171,575 Closed
MCM
524
Melvin Capital Management
New York
-$95.6M -800,000 Closed
PAMU
525
Pictet Asset Management (UK)
United Kingdom
-$48.5M -406,217 Closed