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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
926
Tortoise Investment Management
New York
$6K
UFA
927
US Financial Advisors
Massachusetts
$5K
LWA
928
Lowe Wealth Advisors
Maryland
$5K +$4.85K +108 New
AWM
929
Avior Wealth Management
Nebraska
$5K +$5.03K +112 New
LWA
930
Lenox Wealth Advisors
New York
$4K
RIA
931
Regal Investment Advisors
Michigan
$4K
S
932
SignatureFD
Georgia
$4K +$1.62K +36 +58%
SV
933
Stilwell Value
New York
$3K +$3.01K +67 New
WAS
934
Winch Advisory Services
Wisconsin
$3K +$3.33K +74 New
AT
935
Arden Trust
Delaware
$2.49K +$858K +19,100 +53%
CAW
936
Cornerstone Advisors (Washington)
Washington
$2K -$2.43K -54 -61%
MWP
937
MYCIO Wealth Partners
Pennsylvania
$2K
WP
938
WealthPLAN Partners
Nebraska
$2K +$1.57K +35 New
CA
939
CapWealth Advisors
Tennessee
$2K +$2.02K +45 New
WA
940
WBH Advisory
Maryland
$1.24K -$50.6K -1,127 -4%
SEC
941
Seven Eight Capital
New York
$1K -$35.3K -786 -98%
OIM
942
Opus Investment Management
Massachusetts
$1K
CYG
943
Clean Yield Group
Vermont
$1K +$1.12K +25 New
IPC
944
Independent Portfolio Consultants
Florida
$1K +$1.35K +30 New
AH
945
Achievement Holdings
Illinois
$708 -$25.2K -561 -3%
VC
946
Vicus Capital
Pennsylvania
$220 -$1.93K -43 -0.9%
DCM
947
Discovery Capital Management
Connecticut
-$87.5M -1,814,947 Closed
LCS
948
Levin Capital Strategies
New York
-$85.6M -1,774,648 Closed
SG
949
Swarthmore Group
Pennsylvania
-$38.5M -799,116 Closed
LCM
950
Laurion Capital Management
New York
-$26.9M -598,511 Closed