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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
301
Valeo Financial Advisors
Indiana
$7K – – –
WCM
302
Whitener Capital Management
North Carolina
$6K – – –
CCMW
303
Cypress Capital Management (Wyoming)
Wyoming
$5K – – –
BCA
304
Berman Capital Advisors
Georgia
$5K +$5.39K +91 New
WAM
305
Wealthspire Advisors (Maryland)
Maryland
$4K -$15.8K -266 -81%
CAPTRUST Financial Advisors
306
CAPTRUST Financial Advisors
North Carolina
$4K -$14.8K -250 -78%
PO
307
Private Ocean
California
$4K – – –
CA
308
Claro Advisors
Massachusetts
$4K +$2.96K +50 New
EARNEST Partners
309
EARNEST Partners
Georgia
$4K +$3.38K +57 New
HR
310
Howe & Rusling
New York
$4K +$3.44K +58 New
BFC
311
Bedel Financial Consulting
Indiana
$3K – – –
PFGIA
312
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
PA
313
Perennial Advisors
New York
$3K – – –
AIA
314
Alera Investment Advisors
Illinois
$2K +$1.48K +25 New
TRCT
315
Tower Research Capital (TRC)
New York
$2K +$1.72K +29 New
RFC
316
Regions Financial Corp
Alabama
$2K +$2.13K +36 New
RWM
317
Raffa Wealth Management
District of Columbia
$1.02K +$948 +16 New
CAM
318
ClariVest Asset Management
California
$1K – – –
PMFA
319
Plante Moran Financial Advisors
Michigan
$1K – – –
TCOV
320
Trust Company of Vermont
Vermont
$1K – – –
KPW
321
Kore Private Wealth
New York
$1K +$711 +12 New
PWM
322
PRW Wealth Management
Massachusetts
$1K +$1.3K +22 New
SFSIG
323
San Francisco Sentry Investment Group
California
$1K +$1.36K +23 New
Fidelity International
324
Fidelity International
Bermuda
– -$75.9M -1,078,938 Closed
Voloridge Investment Management
325
Voloridge Investment Management
Florida
– -$18.9M -269,286 Closed