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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
426
Liberty Wealth Management
California
$3K – – –
PW
427
Price Wealth
Texas
$3K – – –
SAM
428
Shamrock Asset Management
Texas
$3K – – –
MPWT
429
MassMutual Private Wealth & Trust
Connecticut
$3K +$486 +4 +17%
JCM
430
Julex Capital Management
Massachusetts
$3K +$1.7K +14 +100%
APA
431
American Portfolios Advisors
New York
$2.95K +$851 +7 +39%
CAW
432
Cornerstone Advisors (Washington)
Washington
$2K -$4.74K -39 -67%
CMBA
433
C.M. Bidwell & Associates
Hawaii
$2K – – –
LFG
434
Larson Financial Group
Missouri
$2K – – –
WAP
435
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
RA
436
Royce & Associates
New York
$2K +$365 +3 +21%
BCA
437
Berman Capital Advisors
Georgia
$1K -$9.48K -78 -90%
TFO
438
Tarbox Family Office
California
$1K -$486 -4 -33%
HR
439
Howe & Rusling
New York
$1K -$122 -1 -11%
APC
440
Aspire Private Capital
North Carolina
$1K – – –
CIR
441
Clear Investment Research
Georgia
$1K – – –
HPC
442
HM Payson & Co
Maine
$1K – – –
IRC
443
Investors Research Corp
Georgia
$1K – – –
PFBT
444
Parkside Financial Bank & Trust
Missouri
$1K – – –
TL
445
TrueWealth LLC
Georgia
$1K – – –
RWM
446
Raffa Wealth Management
District of Columbia
$590 +$608 +5 New
Adage Capital Partners
447
Adage Capital Partners
Massachusetts
– -$31.3M -225,000 Closed
Point72 Asset Management
448
Point72 Asset Management
Connecticut
– -$15.3M -125,761 Closed
USAA
449
United Services Automobile Association
Texas
– -$13.5M -96,988 Closed
State of Wisconsin Investment Board
450
State of Wisconsin Investment Board
Wisconsin
– -$12.5M -89,923 Closed