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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
626
Edge Wealth Management
New York
$6K
M
627
MOTCO
Texas
$6K +$5.7K +508 New
NCM
628
Nelson Capital Management
California
$6K +$7.63K +680 New
WIM
629
Westside Investment Management
California
$5.25K
IR
630
Invictus RG
Bermuda
$5K -$21K -1,868 -79%
TWA
631
TCI Wealth Advisors
Arizona
$5K -$11.4K -1,016 -70%
YWP
632
YorkBridge Wealth Partners
New York
$5K
MCIA
633
Mountain Capital Investment Advisors
Colorado
$5K +$4.94K +440 New
RWM
634
Raffa Wealth Management
District of Columbia
$4.35K
CPA
635
Clear Perspective Advisors
Illinois
$4K -$10.8K -960 -71%
FHA
636
First Horizon Advisors
Tennessee
$4K -$3.1K -276 -42%
QCG
637
Quadrant Capital Group
Ohio
$2K -$359 -32 -11%
TFO
638
Tarbox Family Office
California
$2K
Carson Wealth (CWM LLC)
639
Carson Wealth (CWM LLC)
Nebraska
$2K +$90 +8 +4%
PCP
640
Proficio Capital Partners
Massachusetts
$2K +$629 +56 +34%
Walleye Trading
641
Walleye Trading
New York
$1.53K +$1.58M +140,900 New
CFD
642
Creative Financial Designs
Indiana
$1K
GWS
643
Glassman Wealth Services
Virginia
$1K
TFA
644
Transamerica Financial Advisors
Florida
$1K +$90 +8 +11%
IWM
645
IHT Wealth Management
Illinois
$64 +$24.2K +2,160 +188%
American Century Companies
646
American Century Companies
Missouri
-$132M -10,254,048 Closed
ROIC
647
Route One Investment Company
California
-$60.3M -4,685,328 Closed
ESCM
648
Echo Street Capital Management
New York
-$19M -1,474,156 Closed
SAM
649
Scopus Asset Management
New York
-$10.1M -903,600 Closed
MLL
650
Moody Lynn & Lieberson
Massachusetts
-$10.9M -849,112 Closed