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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
401
Jacobi Capital Management
Pennsylvania
$2K +$937 +11 +110%
CA
402
Clearstead Advisors
Ohio
$2K +$1.7K +20 New
TPCW
403
TD Private Client Wealth
New York
$1.65K -$31.5K -370 -95%
RWM
404
Raffa Wealth Management
District of Columbia
$1.24K – – –
EFSCE
405
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
FA
406
Fortis Advisors
Pennsylvania
$1K – – –
TFS
407
TrustCore Financial Services
Tennessee
$1K – – –
CI
408
CX Institutional
Indiana
$1K +$341 +4 +29%
GWS
409
Glassman Wealth Services
Virginia
$1K +$852 +10 New
BCM
410
Bourgeon Capital Management
Connecticut
$1K +$1.02K +12 New
PFWA
411
Paces Ferry Wealth Advisors
Georgia
$1K +$1.02K +12 New
WIM
412
Westside Investment Management
California
$4 – – –
CTA
413
Carillon Tower Advisers
Florida
– -$40.8M -523,916 Closed
Select Equity Group
414
Select Equity Group
New York
– -$19.4M -249,804 Closed
LOAMU
415
Lombard Odier Asset Management (USA)
New York
– -$6.22M -80,000 Closed
JCA
416
Jade Capital Advisors
New Jersey
– -$5.83M -75,000 Closed
Point72 Asset Management
417
Point72 Asset Management
Connecticut
– -$4.49M -57,766 Closed
QSS
418
Quantitative Systematic Strategies
Florida
– -$2.08M -26,795 Closed
BPM
419
Bronson Point Management
Connecticut
– -$1.95M -25,000 Closed
WC
420
Wexford Capital
Florida
– -$1.75M -22,500 Closed
RCA
421
Rowland Carmichael Advisors
Arizona
– -$1.19M -15,328 Closed
BCM
422
Bayesian Capital Management
New York
– -$1.18M -15,100 Closed
OAM
423
Oppenheimer Asset Management
New York
– -$920K -11,833 Closed
BFM
424
Boothbay Fund Management
New York
– -$909K -11,682 Closed
RC
425
Roubaix Capital
Colorado
– -$838K -10,777 Closed