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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
151
Parkworth Wealth Management
California
$1.47K +$1.43K +650 New
AF
152
Allworth Financial
California
$1.43K +$688 +313 +72%
MWA
153
Medallion Wealth Advisors
Connecticut
$1.14K – – –
CFD
154
Creative Financial Designs
Indiana
$904 – – –
EWA
155
EverSource Wealth Advisors
Alabama
$584 -$20 -9 -3%
BTI
156
Blue Trust Inc
Georgia
$513 – – –
APW
157
Aventura Private Wealth
Florida
$452 – – –
ATC
158
Adirondack Trust Company
New York
$225 – – –
CSB
159
City State Bank
Iowa
$192 -$1.1K -500 -85%
TCPG
160
Trivant Custom Portfolio Group
California
$113 – – –
CFS
161
CGC Financial Services
Oregon
$57 – – –
T
162
Tidemark
California
$57 +$55 +25 New
PS
163
Principal Securities
Iowa
$54 – – –
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$38 -$2.37K -1,078 -98%
Toronto Dominion Bank
165
Toronto Dominion Bank
Ontario, Canada
$38 – – –
RFG
166
REAP Financial Group
Texas
$36 – – –
LSA
167
Leonteq Securities AG
Switzerland
$16 – – –
HNB
168
Huntington National Bank
Ohio
$2 – – –
OAG
169
Orbis Allan Gray
Bermuda
– -$35.5M -17,663,971 Closed
GIM
170
Genesis Investment Management
United Kingdom
– -$7.88M -3,921,494 Closed
Fidelity International
171
Fidelity International
Bermuda
– -$7.12M -3,540,106 Closed
Acadian Asset Management
172
Acadian Asset Management
Massachusetts
– -$3.11M -1,548,562 Closed
Wellington Management Group
173
Wellington Management Group
Massachusetts
– -$2M -994,172 Closed
SSA
174
Schonfeld Strategic Advisors
New York
– -$721K -358,927 Closed
CFM
175
Catalyst Funds Management
Australia
– -$627K -311,800 Closed