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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
601
Center for Financial Planning
Michigan
$3K +$3.13K +16 New
CAL
602
Capital Analysts LLC
Pennsylvania
$3K +$3.33K +17 New
CG
603
Cutler Group
California
$3K +$3.72K +19 New
SFO
604
Standard Family Office
South Dakota
$3K +$3.92K +20 New
MA
605
MCF Advisors
Kentucky
$2K – – –
CCM
606
Covington Capital Management
California
$2K +$1.76K +9 New
AIP
607
Almanack Investment Partners
Pennsylvania
$2K +$1.96K +10 New
Lazard Asset Management
608
Lazard Asset Management
New York
$2K +$2.15K +11 +183%
ANBT
609
American National Bank & Trust
Texas
$2K +$2.35K +12 New
CFB
610
Cullen/Frost Bankers
Texas
$2K +$2.35K +12 New
CWC
611
Carolinas Wealth Consulting
North Carolina
$1K – – –
CMP
612
Coston McIsaac & Partners
Maine
$1K – – –
PWMG
613
Prestige Wealth Management Group
New Jersey
$1K – – –
SOW
614
State of Wyoming
Wyoming
$1K – – –
S
615
Surevest
California
$1K – – –
TFM
616
TFC Financial Management
Massachusetts
$1K – – –
TFA
617
Transamerica Financial Advisors
Florida
$1K – – –
DI
618
Disciplined Investments
Oklahoma
$1K +$196 +1 +14%
TWA
619
TCI Wealth Advisors
Arizona
$1K +$588 +3 +75%
GI
620
Gradient Investments
Minnesota
$1K +$784 +4 New
SIC
621
SJS Investment Consulting
Ohio
$1K +$1.37K +7 New
AWM
622
Abound Wealth Management
Tennessee
$858 +$979 +5 New
LSA
623
Leonteq Securities AG
Switzerland
$343 – – –
SCP
624
Soroban Capital Partners
New York
– -$79.7M -436,042 Closed
Two Sigma Investments
625
Two Sigma Investments
New York
– -$12.7M -69,488 Closed