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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
851
Clarfeld Financial Advisors
New York
$5K +$5.96K +96 New
WANY
852
Wealthspire Advisors (New York)
New York
$5K +$5.96K +96 New
WOC
853
West Oak Capital
California
$4.32K – – –
RWM
854
Raffa Wealth Management
District of Columbia
$4.15K – – –
DAM
855
Delta Asset Management
Tennessee
$4K -$4.66K -75 -50%
TFO
856
Tarbox Family Office
California
$4K – – –
JCM
857
Jacobi Capital Management
Pennsylvania
$3K – – –
PFSC
858
Peoples Financial Services Corp
Pennsylvania
$3K – – –
FTI
859
Fiduciary Trust International
Massachusetts
$3K +$3.1K +50 New
OFW
860
Omnia Family Wealth
Florida
$3K +$3.73K +60 New
WPA
861
West Paces Advisors
Georgia
$2.05K – – –
AF
862
Allworth Financial
California
$2K – – –
GWS
863
Glassman Wealth Services
Virginia
$2K – – –
VNA
864
Valley National Advisers
Pennsylvania
$2K +$1.93K +31 New
Canada Pension Plan Investment Board
865
Canada Pension Plan Investment Board
Ontario, Canada
$1K – – –
LFA
866
Legacy Financial Advisors
Kentucky
$1K +$807 +13 +144%
SWA
867
Sutton Wealth Advisors
Florida
$540 – – –
SCM
868
SIR Capital Management
New York
– -$34.1M -503,246 Closed
Capital World Investors
869
Capital World Investors
California
– -$27.8M -409,681 Closed
DF
870
Donoghue Forlines
Massachusetts
– -$14.1M -208,001 Closed
Point72 Asset Management
871
Point72 Asset Management
Connecticut
– -$9.96M -147,000 Closed
GAM
872
Gotham Asset Management
New York
– -$8.61M -126,959 Closed
JFG
873
Jefferies Financial Group
New York
– -$4.86M -71,667 Closed
QIM
874
Quantitative Investment Management
Virginia
– -$4.36M -64,300 Closed
BCM
875
Brookstone Capital Management
Illinois
– -$4.35M -64,191 Closed