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Name Holding Trade Value Shares
Change
Change in
Stake
WW
826
Winnow Wealth
Texas
$706 +$235 +4 +44%
PCFFS
827
Pacific Center for Financial Services
California
$659
ACA
828
Atlas Capital Advisors
Wyoming
$658
LWMI
829
Legacy Wealth Management (Idaho)
Idaho
$586
BHWM
830
Bay Harbor Wealth Management
Maryland
$585 +$646 +11 New
SWA
831
SOA Wealth Advisors
New York
$446
BWL
832
Bogart Wealth LLC
Virginia
$439 +$470 +8 New
Q1WB
833
Quest 10 Wealth Builders
Virginia
$368 +$411 +7 New
CWC
834
Carolinas Wealth Consulting
North Carolina
$366 -$352 -6 -46%
PWM
835
Parkworth Wealth Management
California
$366
OCM
836
Osterweis Capital Management
California
$366 +$411 +7 New
CAM
837
Chesapeake Asset Management
New York
$365
AF
838
Advisornet Financial
Minnesota
$293 -$3.23K -55 -92%
T
839
Transce3nd
Texas
$293 -$176 -3 -38%
GP
840
Greenline Partners
New York
$293 +$294 +5 New
HHGA
841
Halbert Hargrove Global Advisors
California
$293 +$294 +5 New
BMC
842
Bear Mountain Capital
Washington
$277 +$294 +5 New
HIA
843
HFM Investment Advisors
New Jersey
$220 +$235 +4 New
TFM
844
TFC Financial Management
Massachusetts
$147
CIA
845
Cape Investment Advisory
Georgia
$146
Artisan Partners
846
Artisan Partners
Wisconsin
-$121M -2,143,313 Closed
Balyasny Asset Management
847
Balyasny Asset Management
Illinois
-$76M -1,344,504 Closed
CVA
848
Ceredex Value Advisors
Florida
-$37.9M -670,658 Closed
AAM
849
Aureus Asset Management
Massachusetts
-$35.1M -620,440 Closed
SSA
850
Schonfeld Strategic Advisors
New York
-$21.7M -383,877 Closed