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Halozyme

Name Holding Trade Value Shares
Change
Change in
Stake
SGFG
651
Silver Grove Financial Group
New York
$861 +$750 +11 New
FMP
652
Financial Management Professionals
Texas
$783 – – –
AG
653
AmeriFlex Group
Nevada
$783 +$682 +10 New
BFS
654
Bare Financial Services
Pennsylvania
$704 – – –
M
655
MOTCO
Texas
$704 – – –
MWM
656
Mascoma Wealth Management
New Hampshire
$704 +$614 +9 New
SC
657
SouthState Corp
Florida
$627 +$545 +8 New
BCV
658
Banque Cantonale Vaudoise
Switzerland
$571 +$111K +1,622 +29%
PWA
659
Principia Wealth Advisory
Texas
$470 +$205 +3 +100%
DF
660
Dunhill Financial
United Kingdom
$468 – – –
GFA
661
Godfrey Financial Associates
New York
$391 -$136 -2 -29%
HFS
662
Hughes Financial Services
Virginia
$391 +$136 +2 +67%
MCM
663
MV Capital Management
Maryland
$314 +$136 +2 +100%
GIA
664
GHP Investment Advisors
Colorado
$235 – – –
AWM
665
Activest Wealth Management
Florida
$235 +$205 +3 New
PS
666
Planning Strategies
Pennsylvania
$235 +$205 +3 New
QL
667
Quarry LP
New York
$235 +$205 +3 New
DF
668
DecisionPoint Financial
Arizona
$232 +$205 +3 New
3FI
669
3 Factor Indexing
California
$157 – – –
RWM
670
Raffa Wealth Management
District of Columbia
$157 +$68 +1 +100%
ACA
671
American Capital Advisory
Idaho
$79 – – –
MCA
672
Maryland Capital Advisors
Maryland
$79 +$68 +1 New
PMFA
673
Plante Moran Financial Advisors
Michigan
$78 +$68 +1 New
Capital World Investors
674
Capital World Investors
California
– -$56.4M -871,902 Closed
Voloridge Investment Management
675
Voloridge Investment Management
Florida
– -$20.1M -310,515 Closed