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Name Holding Trade Value Shares
Change
Change in
Stake
FSWA
201
Financial Synergies Wealth Advisors
Texas
$304 – – –
Allworth Financial
202
Allworth Financial
California
$287 -$626 -40 -70%
CWA
203
Carolina Wealth Advisors
South Carolina
$270 -$235 -15 -48%
AF
204
Advisornet Financial
Minnesota
$253 – – –
DWA
205
Delos Wealth Advisors
Texas
$253 – – –
VWM
206
Venturi Wealth Management
Texas
$253 +$235 +15 New
Washington Trust
207
Washington Trust
Rhode Island
$169 – – –
WBC
208
West Branch Capital
Massachusetts
$169 – – –
MCA
209
Maryland Capital Advisors
Maryland
$169 +$156 +10 New
WWM
210
Wolff Wiese Magana
California
$152 – – –
NSG
211
Nalls Sherbakoff Group
Tennessee
$124 – – –
AIM
212
Anchor Investment Management
South Carolina
$84 -$6.26K -400 -99%
AFG
213
Albion Financial Group
Utah
$34 -$15.6K -1,000 -100%
Brown Brothers Harriman & Co
214
Brown Brothers Harriman & Co
New York
$34 – – –
Harbour Investments
215
Harbour Investments
Wisconsin
$34 – – –
WAM
216
Worth Asset Management
Texas
$34 – – –
Point72 Asset Management
217
Point72 Asset Management
Connecticut
– -$5.21M -365,276 Closed
Mitsubishi UFJ Trust & Banking
218
Mitsubishi UFJ Trust & Banking
Japan
– -$3.25M -228,180 Closed
TM
219
Triatomic Management
California
– -$1.01M -71,000 Closed
Wellington Management Group
220
Wellington Management Group
Massachusetts
– -$832K -58,365 Closed
Two Sigma Investments
221
Two Sigma Investments
New York
– -$662K -46,432 Closed
SG Americas Securities
222
SG Americas Securities
New York
– -$543K -38,113 Closed
Qube Research & Technologies (QRT)
223
Qube Research & Technologies (QRT)
United Kingdom
– -$539K -37,791 Closed
Simplicity Solutions
224
Simplicity Solutions
Minnesota
– -$344K -24,101 Closed
Holocene Advisors
225
Holocene Advisors
New York
– -$246K -17,243 Closed