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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
326
Providence Capital Advisors
North Carolina
$2K +$1.49K +52 New
PMFA
327
Plante Moran Financial Advisors
Michigan
$2K +$1.72K +60 New
SQA
328
Simon Quick Advisors
New Jersey
$2K +$2.33K +81 New
FP
329
Financial Perspectives
Minnesota
$1.39K +$1.38K +48 New
KFS
330
Kelly Financial Services
Massachusetts
$1.24K
TFO
331
Tarbox Family Office
California
$1K -$3.73K -130 -79%
FHA
332
Flagship Harbor Advisors
Massachusetts
$1K -$2.35K -82 -68%
WWM
333
Willingdon Wealth Management
North Carolina
$1K -$747 -26 -35%
BFC
334
Bedel Financial Consulting
Indiana
$1K
DAM
335
Delta Asset Management
Tennessee
$1K
EI
336
Ellevest Inc
New York
$1K
ME
337
McIlrath & Eck
Washington
$1K
TL
338
TrueWealth LLC
Georgia
$1K
LPWM
339
Lake Point Wealth Management
Texas
$1K +$718 +25 New
ADL
340
Asset Dedication LLC
California
$1K +$948 +33 New
KPW
341
Kore Private Wealth
New York
$1K +$1.18K +41 New
RWM
342
Raffa Wealth Management
District of Columbia
$753
SWA
343
Sutton Wealth Advisors
Florida
$203
Balyasny Asset Management
344
Balyasny Asset Management
Illinois
-$23.3M -853,677 Closed
Jennison Associates
345
Jennison Associates
New York
-$14.1M -515,841 Closed
RI
346
Redwood Investments
Massachusetts
-$6.73M -246,275 Closed
Voloridge Investment Management
347
Voloridge Investment Management
Florida
-$4.03M -147,346 Closed
Connor, Clark & Lunn Investment Management (CC&L)
348
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$3.4M -124,418 Closed
CA
349
Commerzbank Aktiengesellschaft
Germany
-$2.04M -74,748 Closed
CPO
350
Cerity Partners OCIO
New York
-$901K -32,998 Closed