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Name Holding Trade Value Shares
Change
Change in
Stake
OA
3001
Operose Advisors
Wisconsin
$12K – – –
CMA
3002
Cedar Mountain Advisors
Oregon
$12K +$89 +1 +0.7%
GC
3003
Globeflex Capital
California
$9K – – –
HF
3004
Halpern Financial
Virginia
$8.57K +$8.33K +94 New
CQS
3005
Credential Qtrade Securities
$8.3K – – –
BWS
3006
BCR Wealth Strategies
Alabama
$7K – – –
BA
3007
Bellwether Advisors
Nebraska
$6K -$30.6K -345 -82%
RF
3008
Robbins Farley
New Hampshire
$5K – – –
BCPWM
3009
Bradley & Co Private Wealth Management
Florida
$5K +$4.52K +51 New
WIM
3010
Westside Investment Management
California
$4.45K -$5.14K -58 -2%
EAM
3011
Eukles Asset Management
Ohio
$4K – – –
WA
3012
WestEnd Advisors
North Carolina
$2.83K +$2.75K +31 New
AWMS
3013
Advocacy Wealth Management Services
Georgia
$2K – – –
HWM
3014
HighMark Wealth Management
Minnesota
$1K – – –
ONST
3015
Old North State Trust
North Carolina
$886 – – –
AWA
3016
Artemis Wealth Advisors
New York
$547 +$532 +6 New
APM
3017
Avidity Partners Management
Texas
– -$194M -2,370,000 Closed
CCM
3018
Camber Capital Management
Massachusetts
– -$123M -1,500,000 Closed
IR
3019
IAT Reinsurance
New York
– -$36.3M -442,587 Closed
MSL
3020
Mackay Shields LLC
New York
– -$29.9M -363,946 Closed
Voloridge Investment Management
3021
Voloridge Investment Management
Florida
– -$29.4M -358,221 Closed
AF
3022
Ally Financial
Michigan
– -$20.5M -250,000 Closed
GGI
3023
Godsey & Gibb Inc
Virginia
– -$18.8M -229,236 Closed
CCP
3024
Clough Capital Partners
Massachusetts
– -$18.1M -220,300 Closed
SCM
3025
Sio Capital Management
New York
– -$16M -195,160 Closed