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Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
401
First Personal Financial Services
North Carolina
$4K – – –
CCM
402
Cribstone Capital Management
Maine
$3K – – –
TWA
403
TCI Wealth Advisors
Arizona
$3K – – –
TCA
404
Tortoise Capital Advisors
Kansas
$3K – – –
SFSIG
405
San Francisco Sentry Investment Group
California
$3K +$2.68K +20 New
BWM
406
BerganKDV Wealth Management
Minnesota
$2K – – –
CFG
407
Citizens Financial Group
Rhode Island
$2K – – –
PMFA
408
Plante Moran Financial Advisors
Michigan
$2K – – –
TFO
409
Tarbox Family Office
California
$2K – – –
VFA
410
Valeo Financial Advisors
Indiana
$2K – – –
BCA
411
Berman Capital Advisors
Georgia
$2K +$2.94K +22 New
RWM
412
Raffa Wealth Management
District of Columbia
$1.14K – – –
FHA
413
Flagship Harbor Advisors
Massachusetts
$1K – – –
QI
414
QS Investors
New York
$1K – – –
Carson Wealth (CWM LLC)
415
Carson Wealth (CWM LLC)
Nebraska
$1K +$535 +4 New
FTI
416
Fiduciary Trust International
Massachusetts
$1K +$669 +5 New
PFO
417
Pathstone Family Office
New Jersey
$1K +$803 +6 New
CFGS
418
Concourse Financial Group Securities
Alabama
$1K +$1.21K +9 New
PWM
419
PRW Wealth Management
Massachusetts
$1K +$1.61K +12 New
TCP
420
ThornTree Capital Partners
Massachusetts
– -$24.8M -164,693 Closed
CPC
421
Cookson Peirce & Co
Pennsylvania
– -$16.8M -111,500 Closed
Renaissance Technologies
422
Renaissance Technologies
New York
– -$11.4M -75,525 Closed
CCA
423
Catalyst Capital Advisors
New York
– -$11.3M -75,000 Closed
Capital Fund Management (CFM)
424
Capital Fund Management (CFM)
France
– -$8.01M -53,135 Closed
FQ
425
First Quadrant
California
– -$5.61M -37,218 Closed