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Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
201
Trust Company of Vermont
Vermont
$5K – – –
RWB
202
RMR Wealth Builders
New Jersey
$5K +$3.71K +200 New
PA
203
Parallel Advisors
California
$4K -$109K -5,859 -97%
OPS
204
Orion Portfolio Solutions
Nebraska
$4K – – –
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
PFPT
206
Pinnacle Financial Partners (Tennessee)
Tennessee
$3K – – –
TL
207
TrueWealth LLC
Georgia
$3K +$2.23K +120 New
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$2K -$147K -7,950 -99%
ATC
209
Adirondack Trust Company
New York
$2K – – –
BL
210
Balentine LLC
Georgia
$2K +$1.82K +98 New
PFGIA
211
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$12.1K -650 -94%
PFSC
212
Peoples Financial Services Corp
Pennsylvania
$1K -$2.41K -130 -72%
LWM
213
Liberty Wealth Management
California
$1K – – –
PCG
214
Private Capital Group
Connecticut
$1K – – –
TWA
215
TCI Wealth Advisors
Arizona
$1K – – –
FIA
216
FNY Investment Advisers
New York
$1K +$928 +50 New
KFS
217
Kelly Financial Services
Massachusetts
$255 – – –
Assenagon Asset Management
218
Assenagon Asset Management
Luxembourg
– -$34.8M -1,956,638 Closed
KIP
219
Kayak Investment Partners
California
– -$29M -1,629,793 Closed
SC
220
Serenity Capital
California
– -$23.8M -1,334,325 Closed
Tiger Global Management
221
Tiger Global Management
New York
– -$17.8M -1,000,000 Closed
KCM
222
Kingdon Capital Management
New York
– -$15.4M -866,862 Closed
MGM
223
Miura Global Management
New York
– -$14.8M -830,000 Closed
Fidelity International
224
Fidelity International
Bermuda
– -$14.6M -820,582 Closed
PHK
225
Point72 Hong Kong
Hong Kong
– -$7.78M -436,879 Closed