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Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
676
Accurate Investment Solutions
Pennsylvania
$1K – – –
FCB
677
First Command Bank
Texas
$1K – – –
FCFS
678
First Command Financial Services
Texas
$1K – – –
HFM
679
Hartford Financial Management
Connecticut
$1K – – –
PS
680
Portfolio Solutions
Michigan
$1K – – –
NR
681
Newfound Research
Massachusetts
$1K +$34 +2 +3%
BRC
682
Bell Rock Capital
Delaware
$1K +$102 +6 +8%
LWM
683
Lenox Wealth Management
Ohio
$1K +$136 +8 +24%
APSP
684
Asset Planning Services (Pennsylvania)
Pennsylvania
$1K +$305 +18 +106%
WWMSC
685
Wagner Wealth Management (South Carolina)
South Carolina
$1K +$560 +33 New
RAM
686
Riggs Asset Management
Pennsylvania
$1K +$780 +46 +4,600%
LWA
687
Lenox Wealth Advisors
New York
$1K +$848 +50 New
TFA
688
Toth Financial Advisory
Virginia
$1K +$916 +54 New
ADL
689
Asset Dedication LLC
California
$1K +$933 +55 New
PFA
690
Pathway Financial Advisors
Vermont
$1K +$1.05K +62 New
AWM
691
Aevitas Wealth Management
Massachusetts
$1K +$1.2K +71 New
RCC
692
Red Cedar Capital
Nebraska
$1K +$1.24K +73 New
MI
693
Markston International
New York
$1K +$1.27K +75 New
WAS
694
Winch Advisory Services
Wisconsin
$1K +$1.32K +78 New
GWS
695
Glassman Wealth Services
Virginia
$1K +$1.34K +79 New
THWM
696
Taylor Hoffman Wealth Management
Virginia
$1K +$1.39K +82 New
RWM
697
Raffa Wealth Management
District of Columbia
$567 – – –
CM
698
Corvex Management
New York
– -$370M -21,849,476 Closed
CI
699
Cowen Inc
New York
– -$38.8M -2,289,100 Closed
AAM
700
Alpine Associates Management
Florida
– -$19.8M -1,048,165 Closed
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