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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
2101
Hilton Capital Management
New York
$15K – – –
RFWA
2102
RPg Family Wealth Advisory
Massachusetts
$13.3K – – –
GTAM
2103
Global Trust Asset Management
Florida
$11K -$697K -13,019 -98%
IF
2104
Ironwood Financial
Arizona
$11K – – –
JIR
2105
James Investment Research
Ohio
$11K – – –
JWBC
2106
John W. Bristol & Co
New York
$11K – – –
JPLA
2107
Joseph P. Lucia & Associates
New York
$11K – – –
AWM
2108
Avondale Wealth Management
Texas
$10K – – –
RTC
2109
Riverview Trust Company
Washington
$10K – – –
HWM
2110
Holloway Wealth Management
Florida
$9K – – –
EWM
2111
Elmwood Wealth Management
California
$7K – – –
TCCM
2112
Timber Creek Capital Management
Massachusetts
$7K – – –
LTI
2113
Laffer Tengler Investments
Tennessee
$6.48K +$6.37K +119 New
WPW
2114
Winthrop Partners - WNY
New York
$5.44K +$5.36K +100 New
FFW
2115
Fusion Family Wealth
New York
$3K -$11.4K -212 -81%
CMBA
2116
C.M. Bidwell & Associates
Hawaii
$3K +$3.43K +64 New
CIR
2117
Clear Investment Research
Georgia
$2K – – –
FA
2118
Fortis Advisors
Pennsylvania
$2K +$1.87K +35 New
NC
2119
NewSquare Capital
Pennsylvania
$1K -$6.91K -129 -87%
APSP
2120
Asset Planning Services (Pennsylvania)
Pennsylvania
$1K – – –
OSAM
2121
O'Shaughnessy Asset Management
Connecticut
$1K +$321 +6 +86%
SWP
2122
Strategic Wealth Partners
Ohio
$408 -$27.3K -510 -6%
Balyasny Asset Management
2123
Balyasny Asset Management
Illinois
– -$62.6M -1,230,103 Closed
Point72 Asset Management
2124
Point72 Asset Management
Connecticut
– -$57.3M -1,126,125 Closed
SH
2125
SeaTown Holdings
Singapore
– -$19.7M -386,581 Closed