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Name Holding Trade Value Shares
Change
Change in
Stake
PHK
2826
Point72 Hong Kong
Hong Kong
$82K +$77.8K +718 New
CJA
2827
C-J Advisory
California
$78K
IFA
2828
Interactive Financial Advisors
Illinois
$69K +$65K +600 New
PW
2829
Price Wealth
Texas
$67K -$300K -2,766 -83%
GWA
2830
Guidant Wealth Advisors
Illinois
$64K
NIM
2831
NuWave Investment Management
New Jersey
$63K -$700K -6,456 -92%
KC
2832
KHP Capital
Oklahoma
$61K
MGI
2833
MayTech Global Investments
New York
$60K -$28.8K -266 -34%
DWA
2834
Divergent Wealth Advisors
Utah
$48K
OAJ
2835
Ogorek Anthony Joseph
New York
$47K +$108 +1 +0.2%
TG
2836
TLP Group
Illinois
$44K -$40.3K -372 -49%
ST
2837
Sageworth Trust
Pennsylvania
$44K +$42K +387 New
AWM
2838
Avondale Wealth Management
Texas
$42K
TVWM
2839
Tower View Wealth Management
Wisconsin
$42K +$217 +2 +0.5%
Financial Engines Advisors
2840
Financial Engines Advisors
California
$32K -$70.4K -649 -70%
RCG
2841
Ruggie Capital Group
Florida
$30K -$304K -2,808 -91%
CIM
2842
Contravisory Investment Management
Massachusetts
$29K -$18.2K -168 -40%
AWA
2843
Artemis Wealth Advisors
New York
$25.3K
OWA
2844
One Wealth Advisors
California
$20K
DPA
2845
Delphi Private Advisors
California
$16K
TJHA
2846
Thomas J. Herzfeld Advisors
Florida
$14K
ACM
2847
Advent Capital Management
New York
$7K +$6.83K +63 New
CIR
2848
Clear Investment Research
Georgia
$5K +$4.66K +43 New
MIM
2849
Macroview Investment Management
Maryland
$4K +$217 +2 +6%
ROIC
2850
Route One Investment Company
California
-$77.9M -790,452 Closed