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Name Holding Trade Value Shares
Change
Change in
Stake
TFO
601
Tarbox Family Office
California
$3K – – –
KF
602
Krilogy Financial
Missouri
$3K +$12 +1 +0.5%
EWM
603
Elite Wealth Management
Washington
$3K +$2.79K +233 New
CAL
604
Capital Analysts LLC
Pennsylvania
$2.43K +$2.39K +200 New
FANJ
605
Financial Architects (New Jersey)
New Jersey
$2K – – –
TFA
606
Transamerica Financial Advisors
Florida
$2K +$1.2K +100 New
SIC
607
Salem Investment Counselors
North Carolina
$1.8K -$787K -65,744 -100%
BWA
608
Burt Wealth Advisors
Maryland
$1K – – –
CAL
609
Capital Advisors Ltd
Ohio
$1K – – –
CPIG
610
Chicago Partners Investment Group
Illinois
$1K – – –
IWMPD
611
Integrated Wealth Management (Palm Desert)
California
$1K – – –
WA
612
WFG Advisors
Texas
$1K +$12 +1 +1%
HCM
613
Herndon Capital Management
Georgia
$1K +$275 +23 +29%
PCP
614
Proficio Capital Partners
Massachusetts
$1K +$874 +73 New
TWA
615
TCI Wealth Advisors
Arizona
$1K +$1.17K +98 New
GAM
616
Gemmer Asset Management
California
$1K +$1.34K +112 New
RWM
617
Raffa Wealth Management
District of Columbia
$487 – – –
PIA
618
Piedmont Investment Advisors
North Carolina
$206 -$451K -37,701 -100%
LPC
619
Long Pond Capital
New York
– -$57.6M -5,215,000 Closed
SC
620
Samlyn Capital
New York
– -$42.8M -3,875,606 Closed
YCMGA
621
York Capital Management Global Advisors
New York
– -$18.5M -1,670,742 Closed
Loomis, Sayles & Company
622
Loomis, Sayles & Company
Massachusetts
– -$14.7M -1,333,202 Closed
WMSA
623
Weiss Multi-Strategy Advisers
New York
– -$8.3M -750,774 Closed
JIM
624
Jupiter Investment Management
United Kingdom
– -$5.44M -492,738 Closed
QT
625
Quantbot Technologies
New York
– -$2.76M -250,180 Closed