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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
626
Principia Wealth Advisory
Texas
$845 +$312 +2 +67%
SC
627
Stephens Consulting
Michigan
$845 +$779 +5 New
CIAM
628
Caitong International Asset Management
Hong Kong
$676 -$437K -2,806 -100%
AF
629
Advisornet Financial
Minnesota
$676 -$2.03K -13 -76%
BWL
630
Bogart Wealth LLC
Virginia
$676 – – –
SIC
631
SJS Investment Consulting
Ohio
$507 -$312 -2 -40%
Pacer Advisors
632
Pacer Advisors
Pennsylvania
$507 +$156 +1 +50%
ACA
633
American Capital Advisory
Idaho
$507 +$468 +3 New
QWM
634
Quaker Wealth Management
New Jersey
$507 +$468 +3 New
TIM
635
Tortoise Investment Management
New York
$507 +$468 +3 New
BHWM
636
Bay Harbor Wealth Management
Maryland
$506 +$156 +1 +50%
DF
637
Dunhill Financial
United Kingdom
$500 +$312 +2 New
GWP
638
Gen-Wealth Partners
Michigan
$338 – – –
MCM
639
Manchester Capital Management
Vermont
$338 – – –
HIA
640
HFM Investment Advisors
New Jersey
$338 +$156 +1 +100%
DF
641
DecisionPoint Financial
Arizona
$322 +$312 +2 New
PWM
642
Parkworth Wealth Management
California
$169 – – –
PWAM
643
Private Wealth Asset Management
Iowa
$169 – – –
TFM
644
TFC Financial Management
Massachusetts
$169 – – –
RWM
645
Rialto Wealth Management
New York
$169 +$156 +1 New
TPCW
646
TD Private Client Wealth
New York
$169 +$156 +1 New
WCM
647
WealthTrak Capital Management
Virginia
$169 +$156 +1 New
KCM
648
Kynam Capital Management
New Jersey
– -$165M -1,167,570 Closed
Marshall Wace
649
Marshall Wace
United Kingdom
– -$37.4M -264,542 Closed
TC
650
TwinBeech Capital
New York
– -$21.5M -152,005 Closed