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Name Holding Trade Value Shares
Change
Change in
Stake
CA
676
Cornerstone Advisory
Maryland
$5K +$4.48K +10 New
BFC
677
Bedel Financial Consulting
Indiana
$4K – – –
VCM
678
Vigilant Capital Management
Maine
$4K – – –
PMFA
679
Plante Moran Financial Advisors
Michigan
$3K – – –
SWA
680
SOA Wealth Advisors
New York
$3K – – –
VNA
681
Valley National Advisers
Pennsylvania
$3K – – –
BIA
682
Bell Investment Advisors
California
$3K +$897 +2 +40%
HS
683
Horan Securities
United States
$3K +$2.69K +6 New
SC
684
Schubert & Co
Texas
$3K +$2.69K +6 New
WT
685
Washington Trust
Rhode Island
$3K +$2.69K +6 New
SPA
686
Shore Point Advisors
New Jersey
$3K +$3.14K +7 New
RWM
687
Raffa Wealth Management
District of Columbia
$2.43K – – –
ADL
688
Asset Dedication LLC
California
$2K – – –
BWM
689
BerganKDV Wealth Management
Minnesota
$2K – – –
PFGIA
690
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
EI
691
Ellevest Inc
New York
$2K +$1.79K +4 New
CFB
692
Cullen/Frost Bankers
Texas
$1K -$57.8K -129 -98%
MPWT
693
MassMutual Private Wealth & Trust
Connecticut
$1K +$897 +2 New
PA
694
PSI Advisors
Florida
$1K +$897 +2 New
CCM
695
Candlestick Capital Management
Connecticut
– -$25.7M -65,000 Closed
Point72 Asset Management
696
Point72 Asset Management
Connecticut
– -$12.1M -30,704 Closed
ACI
697
AMP Capital Investors
Australia
– -$5.94M -15,042 Closed
HF
698
HRT Financial
New York
– -$3.95M -10,002 Closed
DTL
699
Dynamic Technology Lab
Singapore
– -$2.79M -7,070 Closed
CPH
700
C Partners Holding
Switzerland
– -$2.51M -6,352 Closed