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Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
426
Newbridge Financial Services Group
Florida
$620 – – –
RWM
427
Raffa Wealth Management
District of Columbia
$620 – – –
KFI
428
Key Financial Inc
Pennsylvania
$598 – – –
BIA
429
Bell Investment Advisors
California
$496 -$795 -6 -60%
AA
430
Addison Advisors
Vermont
$496 – – –
DWA
431
Delos Wealth Advisors
Texas
$496 – – –
FFC
432
First Financial Corp
Indiana
$496 – – –
BWA
433
BDO Wealth Advisors
Florida
$372 – – –
CA
434
CoreCap Advisors
Michigan
$372 +$397 +3 New
VCM
435
Versant Capital Management
Arizona
$248 – – –
MPCL
436
My Personal CFO LLC
Washington
$248 +$265 +2 New
TWD
437
True Wealth Design
Ohio
$248 +$265 +2 New
N
438
Natixis
France
$124 -$1.18M -8,900 -100%
TWP
439
TFO Wealth Partners
Ohio
$29 +$397 +3 New
Point72 Asset Management
440
Point72 Asset Management
Connecticut
– -$49.1M -410,480 Closed
AIM
441
Atlantic Investment Management
New York
– -$17.7M -148,215 Closed
Allianz Asset Management
442
Allianz Asset Management
Germany
– -$3.51M -29,338 Closed
HP
443
Hosking Partners
United Kingdom
– -$3.45M -28,843 Closed
LCM
444
Legato Capital Management
California
– -$2.75M -22,944 Closed
CII
445
Capital International Inc
California
– -$1.75M -14,593 Closed
PAM
446
Panagora Asset Management
Massachusetts
– -$1.61M -13,426 Closed
HI
447
Horizon Investments
North Carolina
– -$741K -6,194 Closed
SBH
448
Segall Bryant & Hamill
Illinois
– -$700K -5,844 Closed
ACM
449
AlphaCrest Capital Management
New York
– -$671K -5,602 Closed
PCH
450
Polar Capital Holdings
United Kingdom
– -$646K -5,398 Closed