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Name Holding Trade Value Shares
Change
Change in
Stake
AWMS
1926
Advocacy Wealth Management Services
Georgia
$19K -$2.03K -57 -10%
IF
1927
Ironwood Financial
Arizona
$19K – – –
LA
1928
Legacy Advisors
Pennsylvania
$17K +$16.4K +462 New
SAM
1929
Shamrock Asset Management
Texas
$15K – – –
CIM
1930
Contravisory Investment Management
Massachusetts
$15K +$13.5K +381 New
LWA
1931
Lowe Wealth Advisors
Maryland
$15K +$14.3K +403 New
PS
1932
Portfolio Solutions
Michigan
$14K – – –
HCM
1933
Horrell Capital Management
Arkansas
$13K – – –
FA
1934
Fortis Advisors
Pennsylvania
$12K -$3.55K -100 -25%
PHK
1935
Point72 Hong Kong
Hong Kong
$11K +$10.6K +299 New
GWA
1936
Guidant Wealth Advisors
Illinois
$10K – – –
PA
1937
Perennial Advisors
New York
$10K – – –
WCBA
1938
Weaver C. Barksdale & Associates
Tennessee
$9K – – –
BWP
1939
Baldwin Wealth Partners
Massachusetts
$8K -$42.1K -1,185 -86%
WCM
1940
Wealthcare Capital Management
Virginia
$8K – – –
FA
1941
Financial Advantage
Maryland
$8K +$7.39K +208 New
SIA
1942
SeaBridge Investment Advisors
New Jersey
$4K – – –
CAM
1943
ClariVest Asset Management
California
$1K -$14.6K -412 -94%
LWA
1944
Lenox Wealth Advisors
New York
$1K +$782 +22 New
Parallax Volatility Advisers
1945
Parallax Volatility Advisers
California
– -$67.7M -1,905,541 Closed
RCAMU
1946
Rothschild & Co Asset Management US
Connecticut
– -$18.6M -551,588 Closed
Point72 Asset Management
1947
Point72 Asset Management
Connecticut
– -$18.1M -536,600 Closed
PP
1948
Paloma Partners
Connecticut
– -$15.7M -440,984 Closed
Marshall Wace
1949
Marshall Wace
United Kingdom
– -$12.8M -377,000 Closed
SCA
1950
Stillwater Capital Advisors
Pennsylvania
– -$11.8M -349,749 Closed