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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
476
Prestige Wealth Management Group
New Jersey
$206 +$127 +26 +200%
DF
477
DecisionPoint Financial
Arizona
$159 – – –
CIA
478
Cape Investment Advisory
Georgia
$153 – – –
QC
479
Quent Capital
New York
$144 – – –
MWA
480
Medallion Wealth Advisors
Connecticut
$138 – – –
CWM
481
Copia Wealth Management
Oregon
$132 – – –
Brown Brothers Harriman & Co
482
Brown Brothers Harriman & Co
New York
$127 +$117 +24 New
Farmers & Merchants Investments Inc
483
Farmers & Merchants Investments Inc
Nebraska
$111 – – –
TSMHT
484
Thurston Springer Miller Herd & Titak
Indiana
$84 – – –
BC
485
Barrett & Company
Rhode Island
$74 -$15 -3 -18%
FDW
486
Fourth Dimension Wealth
Ohio
$69 – – –
HIW
487
Holos Integrated Wealth
Pennsylvania
$69 – – –
KTC
488
Kentucky Trust Company
Kentucky
$69 – – –
GIA
489
GHP Investment Advisors
Colorado
$58 – – –
MSG
490
Main Street Group
Virginia
$58 – – –
MAS
491
MPWM Advisory Solutions
Georgia
$55 – – –
Sterling Capital Management
492
Sterling Capital Management
North Carolina
$53 – – –
NC
493
North Capital
Utah
$32 +$29 +6 New
KB
494
Kimelman & Baird
New York
$22 – – –
SWA
495
SOA Wealth Advisors
New York
$21 – – –
CCMI
496
Creative Capital Management Investments
California
$11 – – –
SS
497
Sunbelt Securities
Texas
$5 – – –
Woodline Partners
498
Woodline Partners
California
– -$53.2M -12,000,442 Closed
HVCM
499
Hel Ved Capital Management
Hong Kong
– -$8M -1,806,000 Closed
Two Sigma Advisers
500
Two Sigma Advisers
New York
– -$2.34M -528,000 Closed