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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
776
WealthTrak Capital Management
Virginia
$522 -$1.21K -23 -70%
SO
777
Sierra Ocean
California
$522 -$157 -3 -23%
AT
778
Arlington Trust
Alabama
$521 -$157 -3 -23%
PCFFS
779
Pacific Center for Financial Services
California
$470 -$157 -3 -25%
ACA
780
Atlas Capital Advisors
Wyoming
$469 -$157 -3 -25%
PWM
781
Parkworth Wealth Management
California
$469 +$105 +2 +29%
LWMI
782
Legacy Wealth Management (Idaho)
Idaho
$418 -$157 -3 -27%
LIS
783
Legacy Investment Solutions
Idaho
$418 +$419 +8 New
HIA
784
HFM Investment Advisors
New Jersey
$417 +$209 +4 +100%
NL
785
NVWM LLC
Pennsylvania
$417 +$419 +8 New
TFM
786
TFC Financial Management
Massachusetts
$365 +$209 +4 +133%
SWA
787
SOA Wealth Advisors
New York
$318 -$105 -2 -25%
BWM
788
Bullock Wealth Management
Indiana
$276 -$105 -2 -29%
Q1WB
789
Quest 10 Wealth Builders
Virginia
$262 -$105 -2 -29%
QWM
790
Quaker Wealth Management
New Jersey
$261 +$262 +5 New
TIM
791
Total Investment Management
Arizona
$261 +$262 +5 New
DF
792
DecisionPoint Financial
Arizona
$213 +$209 +4 New
T
793
Transce3nd
Texas
$209 -$52 -1 -20%
AWM
794
Activest Wealth Management
Florida
$156 -$2.67K -51 -94%
LFA
795
LGT Financial Advisors
Texas
$104 +$105 +2 New
MAFA
796
MJT & Associates Financial Advisory
Minnesota
$52 +$52 +1 New
ADEF
797
Adams Diversified Equity Fund
Maryland
– -$17.5M -318,082 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
798
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$16.5M -299,902 Closed
FCI
799
Financial Counselors Inc
Kansas
– -$13M -235,369 Closed
UOC
800
UBS O'Connor
Illinois
– -$5.95M -107,885 Closed