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Name Holding Trade Value Shares
Change
Change in
Stake
BL
501
Balentine LLC
Georgia
$6K -$12.7K -86 -71%
IA
502
IFP Advisors
Florida
$6K -$3.85K -26 -43%
TFGT
503
TS Financial Group (TSFG)
Illinois
$6K – – –
WTC
504
WhitTier Trust Company
Nevada
$6K – – –
RWA
505
Ropes Wealth Advisors
Massachusetts
$6K +$4.74K +32 New
KPW
506
Kore Private Wealth
New York
$6K +$5.63K +38 New
SWA
507
Sutton Wealth Advisors
Florida
$4.81K – – –
BBHC
508
Brown Brothers Harriman & Co
New York
$4K +$1.93K +13 +130%
FMP
509
Financial Management Professionals
Texas
$4K +$3.7K +25 New
BWM
510
BerganKDV Wealth Management
Minnesota
$3K -$2.37K -16 -52%
SL
511
Savior LLC
Massachusetts
$3K – – –
EWA
512
Evolution Wealth Advisors
Florida
$3K +$2.81K +19 New
TAIM
513
TD Ameritrade Investment Management
Nebraska
$2K -$68.9K -465 -97%
M
514
MOTCO
Texas
$2K – – –
ZB
515
Zions Bancorporation
Utah
$2K – – –
TJHA
516
Thomas J. Herzfeld Advisors
Florida
$2K +$1.48K +10 New
PCG
517
Private Capital Group
Connecticut
$1K -$3.56K -24 -89%
PWMG
518
Prestige Wealth Management Group
New Jersey
$1K -$1.04K -7 -50%
PA
519
Procyon Advisors
Connecticut
$1K – – –
WCG
520
Weaver Consulting Group
California
$1K – – –
TWA
521
TCI Wealth Advisors
Arizona
$1K +$593 +4 +100%
Bank Julius Baer & Co
522
Bank Julius Baer & Co
Switzerland
$1K +$741 +5 New
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