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Name Holding Trade Value Shares
Change
Change in
Stake
FA
801
Financial Advantage
Maryland
$14K – – –
ZTNA
802
Zions Trust National Association
Utah
$14K – – –
LWA
803
Lenox Wealth Advisors
New York
$14K +$12.4K +94 New
MA
804
MCF Advisors
Kentucky
$13K – – –
RFA
805
Reilly Financial Advisors
California
$9K – – –
PO
806
Private Ocean
California
$9K +$8.08K +61 New
PCTC
807
Perkins Coie Trust Company
Washington
$8K +$7.28K +55 New
CAL
808
Capital Analysts LLC
Pennsylvania
$7.19K – – –
FMP
809
Financial Management Professionals
Texas
$5K – – –
CG
810
Colony Group
Massachusetts
$4K +$3.31K +25 New
DOA
811
D'Orazio & Associates
Virginia
$4K +$3.31K +25 New
HR
812
Howe & Rusling
New York
$3K -$50.3K -380 -95%
WOC
813
West Oak Capital
California
$2.01K – – –
RIA
814
Regal Investment Advisors
Michigan
$2K -$236K -1,784 -99%
BOK
815
Bank of Kentucky
Kentucky
$2K – – –
HCC
816
Hirtle Callaghan & Co
Pennsylvania
$2K – – –
IWC
817
Integrated Wealth Counsel
California
$2K – – –
MIM
818
Macroview Investment Management
Maryland
$2K – – –
RWM
819
Raffa Wealth Management
District of Columbia
$1.22K +$927 +7 New
EWM
820
Edge Wealth Management
New York
$1K – – –
Renaissance Technologies
821
Renaissance Technologies
New York
– -$83M -727,700 Closed
PC
822
Paulson & Co
New York
– -$73.8M -646,800 Closed
CM
823
Castleark Management
Illinois
– -$52.9M -327,650 Closed
MAM
824
Marketfield Asset Management
New York
– -$31.3M -275,000 Closed
SCM
825
Sterling Capital Management
North Carolina
– -$30.4M -266,397 Closed