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Name Holding Trade Value Shares
Change
Change in
Stake
PWMA
701
Pension & Wealth Management Advisors
Massachusetts
$1.34K – – –
RDFA
702
Ritter Daniher Financial Advisory
Ohio
$1.34K +$1.38K +125 New
LFA
703
Level Financial Advisors
New York
$1.31K – – –
DFC
704
DB Fitzpatrick & Co
Idaho
$1.29K +$1.33K +120 New
MAM
705
Marquette Asset Management
Minnesota
$1.08K – – –
PMFA
706
Plante Moran Financial Advisors
Michigan
$1.08K – – –
KFI
707
Key Financial Inc
Pennsylvania
$1.06K – – –
CTA
708
Colonial Trust Advisors
South Carolina
$1.03K – – –
SIA
709
SkyView Investment Advisors
New Jersey
$1K -$55 -5 -7%
TFA
710
Transamerica Financial Advisors
Florida
$1K – – –
HFM
711
Harvest Fund Management
China
$1K +$587 +53 New
CAM
712
ClariVest Asset Management
California
$1K +$653 +59 New
MWM
713
Mascoma Wealth Management
New Hampshire
$947 +$974 +88 New
AP
714
Arlington Partners
Alabama
$742 – – –
AT
715
Arlington Trust
Alabama
$742 +$764 +69 New
SIS
716
Sound Income Strategies
Florida
$549 -$11 -1 -2%
NSIM
717
North Star Investment Management
Illinois
$549 – – –
TWP
718
TFO Wealth Partners
Ohio
$352 +$210 +19 +100%
TCM
719
Tradewinds Capital Management
Washington
$269 – – –
SWA
720
SOA Wealth Advisors
New York
$254 +$11 +1 +4%
MHR
721
Matthew Hamilton Rosenberg
$54 – – –
GCS
722
Gordian Capital (Singapore)
Singapore
$21 +$22 +2 New
D.E. Shaw & Co
723
D.E. Shaw & Co
New York
– -$41.7M -3,767,610 Closed
NRCM
724
North Reef Capital Management
California
– -$13.3M -1,435,000 Closed
CCP
725
Clough Capital Partners
Massachusetts
– -$5.64M -610,600 Closed