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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
901
Sonora Investment Management
Arizona
$4K -$70K -349 -95%
SA
902
SRH Advisors
Kansas
$4K
LCM
903
Logan Capital Management
Pennsylvania
$4K +$3.21K +16 New
RA
904
Resolute Advisors
California
$4K +$5.22K +26 New
RWM
905
Raffa Wealth Management
District of Columbia
$3.83K +$602 +3 +21%
FPS
906
Fieldpoint Private Securities
Connecticut
$3K
FF
907
FourThought Financial
Florida
$3K
HI
908
Hoey Investments
Pennsylvania
$3K
RFA
909
Reilly Financial Advisors
California
$3K +$2.81K +14 New
SWA
910
Sutton Wealth Advisors
Florida
$2.81K
MLFP
911
MPS Loria Financial Planners
Illinois
$2K -$2.81K -14 -54%
SFSIG
912
San Francisco Sentry Investment Group
California
$2K
SFO
913
Standard Family Office
South Dakota
$2K
CAC
914
Certified Advisory Corp
Florida
$2K +$1.6K +8 New
KFP
915
KB Financial Partners
New Jersey
$2K +$2.01K +10 New
BWL
916
Bogart Wealth LLC
Virginia
$1K
Fidelity International
917
Fidelity International
Bermuda
$1K
MCM
918
MV Capital Management
Maryland
$1K +$602 +3 New
FGAM
919
Financial Gravity Asset Management
Texas
$902 -$2.21K -11 -69%
BBHC
920
Brown Brothers Harriman & Co
New York
$120 -$98.7K -492 -47%
SWM
921
Sugarloaf Wealth Management
Georgia
$7
SCM
922
Suvretta Capital Management
New York
-$116M -663,030 Closed
PHS
923
PFM Health Sciences
California
-$26.1M -149,108 Closed
CCP
924
Clough Capital Partners
Massachusetts
-$16.5M -94,610 Closed
BCM
925
Bridgeway Capital Management
Texas
-$15.9M -91,170 Closed