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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1576
Watermark Asset Management
California
$3K – – –
EI
1577
Ellevest Inc
New York
$3K +$2.84K +38 New
FMP
1578
Financial Management Professionals
Texas
$2K – – –
LWA
1579
Lowe Wealth Advisors
Maryland
$2K – – –
RCC
1580
Red Cedar Capital
Nebraska
$2K – – –
RIA
1581
RPG Investment Advisory
California
$2K – – –
PMFA
1582
Plante Moran Financial Advisors
Michigan
$2K +$1.5K +20 +250%
FFW
1583
Fusion Family Wealth
New York
$2K +$1.65K +22 +275%
BHWM
1584
Bay Harbor Wealth Management
Maryland
$2K +$1.72K +23 New
1NWS
1585
1 North Wealth Services
Maryland
$2K +$2.1K +28 New
BCI
1586
Brinker Capital Investments
Pennsylvania
$2K +$2.39K +32 New
BWA
1587
BDO Wealth Advisors
Florida
$1K -$104K -1,386 -99%
JWM
1588
Janiczek Wealth Management
Colorado
$1K -$1.35K -18 -50%
BAMG
1589
Brand Asset Management Group
Missouri
$1K – – –
CIR
1590
Clear Investment Research
Georgia
$1K – – –
SFA
1591
Spectrum Financial Alliance
Kentucky
$1K – – –
APC
1592
Aspire Private Capital
North Carolina
$1K +$1.27K +17 New
ST
1593
Sageworth Trust
Pennsylvania
$1K +$1.5K +20 New
GIM
1594
Generation Investment Management
United Kingdom
– -$98.4M -1,161,178 Closed
GAM
1595
Gotham Asset Management
New York
– -$14.7M -173,717 Closed
HIM
1596
Hillhouse Investment Management
Cayman Islands
– -$12.2M -143,741 Closed
VMPIC
1597
Varma Mutual Pension Insurance Co
Finland
– -$9.88M -117,000 Closed
BAPIM
1598
British Airways Pensions Investment Management
United Kingdom
– -$7M -82,669 Closed
ZIM
1599
Zacks Investment Management
Illinois
– -$5.74M -67,777 Closed
TAA
1600
TB Alternative Assets
Cayman Islands
– -$5.34M -63,000 Closed
62 63
64
65 66