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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
351
SOA Wealth Advisors
New York
$2K +$2.67K +250 New
BIA
352
Bell Investment Advisors
California
$2K +$3.06K +286 New
KFS
353
Kelly Financial Services
Massachusetts
$1.72K – – –
EI
354
Ellevest Inc
New York
$1K -$103K -9,618 -99%
JWA
355
JFS Wealth Advisors
Pennsylvania
$1K -$919 -86 -44%
DTIM
356
Danda Trouve Investment Management
Kansas
$1K – – –
STCOSD
357
Sageworth Trust Company of South Dakota
South Dakota
$1K – – –
VCM
358
Versant Capital Management
Arizona
$1K – – –
LC
359
Lindbrook Capital
California
$1K +$588 +55 +66%
LFA
360
Level Financial Advisors
New York
$1K +$641 +60 New
PWMG
361
Prestige Wealth Management Group
New Jersey
$1K +$1.19K +111 +176%
PTC
362
Private Trust Company
Ohio
$1K +$1.22K +114 New
AssetMark Inc
363
AssetMark Inc
California
$1K +$1.28K +120 New
SFG
364
Steward Financial Group
Texas
$1K +$1.63K +152 New
GEA
365
Glen Eagle Advisors
New Jersey
$879 – – –
SWA
366
Sutton Wealth Advisors
Florida
$711 +$909 +85 New
VVP
367
Venture Visionary Partners
Ohio
$418 +$535 +50 New
RIM
368
Rockbridge Investment Management
New York
$319 -$22.5K -2,100 -98%
WIM
369
Westside Investment Management
California
$10 – – –
SH
370
SeaTown Holdings
Singapore
– -$28.6M -1,911,000 Closed
RA
371
Royce & Associates
New York
– -$14.8M -986,659 Closed
OCM
372
Olstein Capital Management
New York
– -$12.1M -812,000 Closed
D.E. Shaw & Co
373
D.E. Shaw & Co
New York
– -$10.7M -715,562 Closed
FCM
374
Frontier Capital Management
Massachusetts
– -$8.65M -578,414 Closed
SCM
375
Stormborn Capital Management
Connecticut
– -$4.86M -325,000 Closed