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Name Holding Trade Value Shares
Change 		Change in
Stake
UOC
1001
UBS O'Connor
Illinois
$999K -$3.84M -30,430 -81%
STA
1002
Summit Trail Advisors
New York
$999K -$108K -860 -11%
TSWM
1003
Triangle Securities Wealth Management
North Carolina
$989K -$5.04K -40 -0.6%
OGC
1004
Oak Grove Capital
New Hampshire
$989K – – –
EWM
1005
Evercore Wealth Management
New York
$989K +$198K +1,570 +29%
LSPW
1006
Lake Street Private Wealth
Illinois
$978K -$335K -2,655 -28%
AF
1007
Affiance Financial
Minnesota
$976K – – –
MFA
1008
Mayflower Financial Advisors
Massachusetts
$976K +$69.3K +550 +9%
APWM
1009
Argonautica Private Wealth Management
Massachusetts
$972K +$8.19K +65 +1%
WA
1010
WBH Advisory
Maryland
$962K – – –
CCA
1011
Checchi Capital Advisers
California
$958K +$4.41K +35 +0.5%
GWMR
1012
GC Wealth Management RIA
Massachusetts
$957K +$854K +6,775 New
SIC
1013
Sterling Investment Counsel
New York
$957K +$35.9K +285 +4%
CRWM
1014
Castle Rock Wealth Management
California
$954K +$13.2K +105 +2%
GC
1015
GFG Capital
Florida
$952K -$234K -1,860 -22%
BC
1016
BIT Capital
Germany
$950K -$2.4M -19,080 -74%
IIM
1017
Intact Investment Management
Quebec, Canada
$947K +$37.8K +300 +5%
CQS
1018
Credential Qtrade Securities
$945K -$279K -2,210 -25%
MIS
1019
Morningstar Investment Services
Illinois
$941K +$355K +2,820 +73%
SP
1020
Stablepoint Partners
Massachusetts
$934K +$833K +6,610 New
GCC
1021
Guardian Capital (Canada)
Ontario, Canada
$926K +$34.7K +275 +4%
AIM
1022
Aigen Investment Management
New York
$916K +$817K +6,485 New
DL
1023
DOHJ LLC
Washington
$913K +$815K +6,465 New
SL
1024
SFM LLC
New Hampshire
$913K +$814K +6,460 New
CIM
1025
CIM Investment Management
Pennsylvania
$910K – – –
39 40
41
42 43