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Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
276
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$248 – – –
ICA
277
Infrastructure Capital Advisors
New York
$229 +$229 +10 New
DCM
278
Davis Capital Management
Florida
$183 – – –
MWA
279
MFA Wealth Advisors
Pennsylvania
$183 – – –
TFA
280
Toth Financial Advisory
Virginia
$161 – – –
MG
281
Mather Group
Illinois
$138 -$412 -18 -75%
MCM
282
MV Capital Management
Maryland
$138 – – –
BCWM
283
Bartlett & Co Wealth Management
Ohio
$92 – – –
CFO
284
CVA Family Office
Colorado
$92 – – –
S
285
Sachetta
Massachusetts
$92 – – –
SIC
286
Salem Investment Counselors
North Carolina
$92 – – –
CFFP
287
Center for Financial Planning
Michigan
$92 +$91 +4 New
CPG
288
Cornerstone Planning Group
New Jersey
$91 – – –
NL
289
NVWM LLC
Pennsylvania
$23 +$23 +1 New
PCFFS
290
Pacific Center for Financial Services
California
$23 +$23 +1 New
RDIA
291
RE Dickinson Investment Advisors
Iowa
$23 +$23 +1 New
Millennium Management
292
Millennium Management
New York
– -$3.06M -123,800 Closed
Voloridge Investment Management
293
Voloridge Investment Management
Florida
– -$2.91M -118,044 Closed
Hudson Bay Capital Management
294
Hudson Bay Capital Management
Connecticut
– -$1.23M -49,900 Closed
AWM
295
AE Wealth Management
Kansas
– -$895K -36,245 Closed
PCA
296
Private Capital Advisors
Connecticut
– -$773K -31,327 Closed
Squarepoint
297
Squarepoint
New York
– -$643K -28,116 Closed
SW
298
Simplicity Wealth
New Jersey
– -$553K -22,403 Closed
JGC
299
J. Goldman & Co
New York
– -$403K -16,326 Closed
CWM
300
CIBC World Markets
New York
– -$370K -15,000 Closed