Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
301
Private Wealth Management Group
New Jersey
$2.03K – – –
CT
302
Clearstead Trust
Maine
$1.58K – – –
LFG
303
Larson Financial Group
Missouri
$1.36K +$216 +1 +20%
DPW
304
DiNuzzo Private Wealth
Pennsylvania
$1.31K – – –
CFD
305
Creative Financial Designs
Indiana
$1.13K – – –
FFO
306
Fortitude Family Office
Arizona
$1.13K – – –
WWM
307
Wolff Wiese Magana
California
$1.13K – – –
AssetMark Inc
308
AssetMark Inc
California
$904 – – –
TIM
309
Tortoise Investment Management
New York
$904 +$648 +3 +300%
SIC
310
SJS Investment Consulting
Ohio
$678 – – –
EP
311
Essential Partners
California
$678 +$648 +3 New
TFA
312
Transamerica Financial Advisors
Florida
$678 +$648 +3 New
CPG
313
Cornerstone Planning Group
New Jersey
$452 – – –
HIA
314
HFM Investment Advisors
New Jersey
$452 – – –
RWM
315
Rialto Wealth Management
New York
$452 +$216 +1 +100%
TWC
316
TD Waterhouse Canada
Ontario, Canada
$229 +$216 +1 New
AWM
317
Abound Wealth Management
Tennessee
$226 – – –
BHWM
318
Bay Harbor Wealth Management
Maryland
$226 – – –
Millennium Management
319
Millennium Management
New York
– -$5.34M -27,874 Closed
TI
320
Trexquant Investment
Connecticut
– -$4.18M -21,827 Closed
SI
321
Sapience Investments
California
– -$2.23M -11,638 Closed
MF
322
Magnetar Financial
Illinois
– -$1.61M -8,386 Closed
DTL
323
Dynamic Technology Lab
Singapore
– -$1.52M -7,950 Closed
FGP
324
Freestone Grove Partners
California
– -$939K -4,904 Closed
Verition Fund Management
325
Verition Fund Management
Connecticut
– -$674K -3,519 Closed