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Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
626
Halbert Hargrove Global Advisors
California
$380 +$482 +20 New
SIM
627
Synergy Investment Management
Florida
$379
IHWM
628
Iron Horse Wealth Management
Iowa
$379 +$482 +20 New
IA
629
IFS Advisors
Kansas
$360
AGWCA
630
Annis Gardner Whiting Capital Advisors
Florida
$304
CWC
631
Carolinas Wealth Consulting
North Carolina
$284
BHWM
632
Bay Harbor Wealth Management
Maryland
$189 +$241 +10 New
DFA
633
DHJJ Financial Advisors
Illinois
$171
WA
634
WestEnd Advisors
North Carolina
$171 +$144 +6 +200%
AA
635
Ancora Advisors
Ohio
$171 +$217 +9 New
GA
636
GoalVest Advisory
New York
$171 +$217 +9 New
TWD
637
True Wealth Design
Ohio
$171 +$217 +9 New
VWA
638
Valued Wealth Advisors
Utah
$152
PWM
639
Parkworth Wealth Management
California
$133 -$24 -1 -13%
NL
640
NVWM LLC
Pennsylvania
$95 +$120 +5 New
TCM
641
Tradewinds Capital Management
Washington
$95 +$120 +5 New
GP
642
Greenline Partners
New York
$57 +$72 +3 New
HIA
643
HFM Investment Advisors
New Jersey
$57 +$72 +3 New
Voloridge Investment Management
644
Voloridge Investment Management
Florida
-$86.8M -3,374,576 Closed
WCM
645
Wedge Capital Management
North Carolina
-$44M -1,708,340 Closed
MC
646
Maplelane Capital
New York
-$30.7M -1,194,496 Closed
WorldQuant Millennium Advisors
647
WorldQuant Millennium Advisors
New York
-$15M -583,396 Closed
KCM
648
Kodai Capital Management
Illinois
-$13.4M -518,949 Closed
TI
649
Trexquant Investment
Connecticut
-$10.7M -417,671 Closed
Adage Capital Partners
650
Adage Capital Partners
Massachusetts
-$10.6M -410,800 Closed