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Name Holding Trade Value Shares
Change
Change in
Stake
Farther Finance Advisors
301
Farther Finance Advisors
California
$1.01K +$970 +300 New
RWM
302
Raffa Wealth Management
District of Columbia
$1K +$960 +297 New
GW&K Investment Management
303
GW&K Investment Management
Massachusetts
$1K – – –
Hantz Financial Services
304
Hantz Financial Services
Michigan
$1K +$39 +12 +6%
JWA
305
JFS Wealth Advisors
Pennsylvania
$701 – – –
LC
306
Lindbrook Capital
California
$516 – – –
Jones Financial Companies
307
Jones Financial Companies
Missouri
$489 +$469 +145 New
GAMMA Investing
308
GAMMA Investing
California
$421 +$443 +137 New
TD Private Client Wealth
309
TD Private Client Wealth
New York
$313 – – –
AF
310
Advisornet Financial
Minnesota
$273 +$262 +81 New
BCM
311
Bourgeon Capital Management
Connecticut
$267 +$129 +40 +103%
AWM
312
Abound Wealth Management
Tennessee
$263 +$252 +78 New
FBC
313
Fairfield, Bush & Co
Connecticut
$169 +$162 +50 New
PFBT
314
Parkside Financial Bank & Trust
Missouri
$41 +$39 +12 New
Harvard Management Company
315
Harvard Management Company
Massachusetts
– -$46.1M -13,036,482 Closed
CIM
316
Contrarius Investment Management
Jersey
– -$18.3M -5,174,907 Closed
Compagnie Lombard Odier SCmA
317
Compagnie Lombard Odier SCmA
Switzerland
– -$7.81M -2,206,523 Closed
UBS O'Connor
318
UBS O'Connor
Illinois
– -$3.13M -885,000 Closed
LOAMS
319
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$1.39M -391,682 Closed
PL
320
Polianta Ltd
Jersey
– -$1.07M -301,800 Closed
QC
321
Quaero Capital
Switzerland
– -$752K -212,449 Closed
GTS Securities
322
GTS Securities
Florida
– -$492K -152,211 Closed
WorldQuant Millennium Advisors
323
WorldQuant Millennium Advisors
New York
– -$334K -94,321 Closed
USAA
324
United Services Automobile Association
Texas
– -$219K -61,777 Closed
YMRC
325
Yorktown Management & Research Company
Virginia
– -$184K -52,000 Closed