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Name Holding Trade Value Shares
Change
Change in
Stake
GFA
376
Godfrey Financial Associates
New York
$608 +$570 +3 New
VWM
377
Vermillion Wealth Management
Minnesota
$608 +$570 +3 New
ZBNA
378
Zions Bancorporation, National Association
Utah
$608 +$570 +3 New
AWM
379
Abound Wealth Management
Tennessee
$406 – – –
HIA
380
HFM Investment Advisors
New Jersey
$405 – – –
CW
381
Curio Wealth
Maryland
$203 +$190 +1 New
HFS
382
Hughes Financial Services
Virginia
$203 +$190 +1 New
BHWM
383
Bay Harbor Wealth Management
Maryland
$202 -$190 -1 -50%
FMI
384
Fiduciary Management Inc
Wisconsin
– -$190M -1,290,446 Closed
Arrowstreet Capital
385
Arrowstreet Capital
Massachusetts
– -$20.8M -141,267 Closed
Hotchkis & Wiley Capital Management
386
Hotchkis & Wiley Capital Management
California
– -$6.74M -45,851 Closed
Norges Bank
387
Norges Bank
Norway
– -$2.88M -19,582 Closed
Alyeska Investment Group
388
Alyeska Investment Group
Illinois
– -$2.25M -15,289 Closed
HF
389
HRT Financial
New York
– -$1.3M -8,824 Closed
SWM
390
Sendero Wealth Management
Texas
– -$1.2M -8,166 Closed
Verition Fund Management
391
Verition Fund Management
Connecticut
– -$941K -6,400 Closed
IC
392
IEQ Capital
California
– -$928K -6,314 Closed
KCM
393
Kennondale Capital Management
Virginia
– -$923K -6,282 Closed
DTL
394
Dynamic Technology Lab
Singapore
– -$836K -5,690 Closed
Two Sigma Advisers
395
Two Sigma Advisers
New York
– -$662K -4,500 Closed
Mariner
396
Mariner
Kansas
– -$617K -4,199 Closed
Man Group
397
Man Group
United Kingdom
– -$539K -3,665 Closed
Janney Montgomery Scott
398
Janney Montgomery Scott
Pennsylvania
– -$360K -2,449 Closed
VI
399
Vestcor Inc
New Brunswick, Canada
– -$294K -1,999 Closed
WANY
400
Wealthspire Advisors (New York)
New York
– -$277K -1,881 Closed