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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
826
Evolution Wealth Advisors
Florida
$3K -$1.86K -104 -40%
LFG
827
LifePlan Financial Group
Ohio
$3K – – –
LC
828
Lindbrook Capital
California
$3K – – –
Marshall Wace
829
Marshall Wace
United Kingdom
$3K +$2.54K +142 New
OSAM
830
O'Shaughnessy Asset Management
Connecticut
$3K +$3.25K +182 New
FP
831
Financial Perspectives
Minnesota
$2.22K +$2.15K +120 New
TFA
832
Transamerica Financial Advisors
Florida
$2K +$36 +2 +3%
SIM
833
Sonora Investment Management
Arizona
$2K +$1.79K +100 +625%
CCA
834
Column Capital Advisors
Indiana
$2K +$2K +112 New
WCM
835
Wealthcare Capital Management
Virginia
$2K +$2.22K +124 New
CWA
836
Capital Wealth Alliance
Arizona
$2K +$2.43K +136 New
RWM
837
Raffa Wealth Management
District of Columbia
$2K – – –
AWA
838
Arkadios Wealth Advisors
Georgia
$1.15K +$1.07K +60 New
FPFS
839
First Personal Financial Services
North Carolina
$1K -$32K -1,790 -96%
First Manhattan
840
First Manhattan
New York
$1K – – –
SIS
841
Sound Income Strategies
Florida
$1K – – –
WWM
842
Willingdon Wealth Management
North Carolina
$1K – – –
HWM
843
HighMark Wealth Management
Minnesota
$1K +$1.29K +72 New
ED
844
Exane Derivatives
France
$736 – – –
TAM
845
Todd Asset Management
Kentucky
– -$15.5M -947,332 Closed
PPC
846
Park Presidio Capital
California
– -$9.8M -600,000 Closed
CCP
847
Clifford Capital Partners
Utah
– -$8.38M -513,056 Closed
ZIM
848
Zacks Investment Management
Illinois
– -$6.8M -416,398 Closed
Adage Capital Partners
849
Adage Capital Partners
Massachusetts
– -$6.75M -412,972 Closed
CF
850
Copperwynd Financial
Arizona
– -$6.51M -350,534 Closed