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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
526
Endurance Wealth Management
Rhode Island
$2K – – –
SIM
527
Sonora Investment Management
Arizona
$2K – – –
LC
528
Lindbrook Capital
California
$2K +$2.77K +80 New
AIA
529
Alera Investment Advisors
Illinois
$2K +$3.35K +97 New
PWMG
530
Prestige Wealth Management Group
New Jersey
$2K +$3.35K +97 New
RWM
531
Raffa Wealth Management
District of Columbia
$1.44K – – –
PG
532
Patten Group
Tennessee
$1K -$5.77K -167 -84%
BCM
533
Brasada Capital Management
Texas
$1K – – –
CI
534
CX Institutional
Indiana
$1K – – –
JFGIW
535
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K – – –
OFW
536
Omnia Family Wealth
Florida
$1K – – –
SIS
537
Sound Income Strategies
Florida
$1K – – –
TCA
538
Tortoise Capital Advisors
Kansas
$1K – – –
CFA
539
Clarfeld Financial Advisors
New York
$1K +$864 +25 New
EWM
540
Executive Wealth Management
Michigan
$1K +$1.11K +32 New
PWM
541
PRW Wealth Management
Massachusetts
$1K +$1.69K +49 New
RFM
542
Royal Fund Management
Florida
$1K +$1.97K +57 New
MPWT
543
MassMutual Private Wealth & Trust
Connecticut
$771 -$10.4K -300 -91%
Wellington Management Group
544
Wellington Management Group
Massachusetts
– -$63.6M -1,477,025 Closed
Alyeska Investment Group
545
Alyeska Investment Group
Illinois
– -$52.7M -1,223,737 Closed
N
546
Natixis
France
– -$25.4M -590,127 Closed
WG
547
Winton Group
United Kingdom
– -$12.1M -281,389 Closed
CEP
548
Chicago Equity Partners
Illinois
– -$11.7M -271,435 Closed
B
549
BP
United Kingdom
– -$11M -256,000 Closed
NIPH
550
NN Investment Partners Holdings
Netherlands
– -$6.89M -160,041 Closed