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Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
401
Squar Milner Financial Services
California
$5K
VFA
402
Valeo Financial Advisors
Indiana
$5K
GT
403
Glenmede Trust
Pennsylvania
$4K
CBOA
404
Commonwealth Bank of Australia
Australia
$4K +$4.25K +48 New
WAM
405
Wealthspire Advisors (Maryland)
Maryland
$3K -$1.06K -12 -25%
HI
406
Hudock Inc
Pennsylvania
$3K
OFW
407
Omnia Family Wealth
Florida
$3K
Fifth Third Bancorp
408
Fifth Third Bancorp
Ohio
$3K +$2.65K +30 New
BBNA
409
Bremer Bank National Association
Minnesota
$3K +$2.92K +33 New
TIM
410
Thornburg Investment Management
New Mexico
$3K +$3.01K +34 New
IA
411
IFP Advisors
Florida
$2K -$11.6K -131 -87%
FA
412
Fortis Advisors
Pennsylvania
$2K
IFAM
413
Institutional & Family Asset Management
Colorado
$2K
MSA
414
Marino Stram & Associates
Massachusetts
$2K
PMFA
415
Plante Moran Financial Advisors
Michigan
$2K
SIS
416
Sound Income Strategies
Florida
$2K
TFS
417
TrustCore Financial Services
Tennessee
$2K
RWM
418
Raffa Wealth Management
District of Columbia
$1.38K
SFSIG
419
San Francisco Sentry Investment Group
California
$1K
Fidelity International
420
Fidelity International
Bermuda
$1K +$177 +2 +17%
AIA
421
Alera Investment Advisors
Illinois
$1K +$531 +6 New
FGAM
422
Financial Gravity Asset Management
Texas
$1K +$974 +11 New
JP
423
Jana Partners
New York
-$35.4M -426,826 Closed
MGM
424
Miura Global Management
New York
-$29.8M -360,000 Closed
Renaissance Technologies
425
Renaissance Technologies
New York
-$28.2M -340,500 Closed