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Halozyme

Name Holding Trade Value Shares
Change
Change in
Stake
MCA
601
McGuire Capital Advisors
Oklahoma
$1.42K – – –
RWS
602
Retirement Wealth Solutions
Wisconsin
$1.29K -$211 -3 -13%
PMAM
603
Picton Mahoney Asset Management
Ontario, Canada
$1.23K -$398K -5,646 -100%
BHWM
604
Bay Harbor Wealth Management
Maryland
$1.23K +$564 +8 +73%
MA
605
Montag & Associates
Georgia
$1.21K +$70 +1 +6%
PTC
606
Private Trust Company
Ohio
$1.03K – – –
ZBNA
607
Zions Bancorporation, National Association
Utah
$1.03K – – –
CAL
608
Capital Advisors Ltd
Ohio
$1K – – –
SIC
609
SJS Investment Consulting
Ohio
$970 -$1.06K -15 -50%
CFM
610
Cornerstone Financial Management
Massachusetts
$969 – – –
BGAI
611
Bruce G. Allen Investments
Colorado
$969 +$211 +3 +25%
DPW
612
DiNuzzo Private Wealth
Pennsylvania
$905 – – –
PWMG
613
Prestige Wealth Management Group
New Jersey
$905 – – –
RWM
614
Rialto Wealth Management
New York
$905 +$141 +2 +17%
UFF
615
USA Financial Formulas
Michigan
$840 – – –
TM
616
Torren Management
California
$776 -$91.2K -1,293 -99%
PWA
617
Physician Wealth Advisors
Utah
$647 – – –
FMP
618
Financial Management Professionals
Texas
$646 +$282 +4 +67%
GSEP
619
Golden State Equity Partners
California
$646 +$705 +10 New
BFS
620
Bare Financial Services
Pennsylvania
$582 – – –
M
621
MOTCO
Texas
$582 – – –
SWM
622
SHP Wealth Management
Massachusetts
$582 – – –
VWM
623
Vermillion Wealth Management
Minnesota
$517 +$564 +8 New
HIA
624
HFM Investment Advisors
New Jersey
$452 -$1.27K -18 -72%
GFA
625
Godfrey Financial Associates
New York
$452 – – –