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Name Holding Trade Value Shares
Change
Change in
Stake
HI
451
Harbour Investments
Wisconsin
$3K – – –
SIS
452
Sound Income Strategies
Florida
$3K – – –
MCM
453
MV Capital Management
Maryland
$3K +$667 +5 +26%
VCM
454
Vigilant Capital Management
Maine
$3K +$3.73K +28 New
TPCW
455
TD Private Client Wealth
New York
$2.28K – – –
BWM
456
BerganKDV Wealth Management
Minnesota
$2K – – –
CA
457
Clearstead Advisors
Ohio
$2K – – –
FA
458
Fortis Advisors
Pennsylvania
$2K – – –
GWS
459
Glassman Wealth Services
Virginia
$2K +$800 +6 +46%
PFBT
460
Parkside Financial Bank & Trust
Missouri
$2K +$800 +6 +46%
RWM
461
Raffa Wealth Management
District of Columbia
$1.8K – – –
APA
462
American Portfolios Advisors
New York
$1.2K +$1.33K +10 New
CI
463
CX Institutional
Indiana
$1K -$933 -7 -39%
SC
464
Solstein Capital
California
$1K – – –
TF
465
TimeScale Financial
Massachusetts
$1K – – –
TFS
466
TrustCore Financial Services
Tennessee
$1K – – –
CI Investments Inc
467
CI Investments Inc
Ontario, Canada
$1K +$800 +6 New
CFA
468
Carroll Financial Associates
North Carolina
$1K +$1.73K +13 New
SWA
469
Sutton Wealth Advisors
Florida
$240 +$267 +2 New
WA
470
WestEnd Advisors
North Carolina
$119 – – –
WIM
471
Westside Investment Management
California
$5 – – –
Winslow Capital Management
472
Winslow Capital Management
Minnesota
– -$218M -1,546,317 Closed
Holocene Advisors
473
Holocene Advisors
New York
– -$81.8M -578,899 Closed
UOC
474
UBS O'Connor
Illinois
– -$9.89M -70,000 Closed
BA
475
Bridgewater Associates
Connecticut
– -$5.27M -37,316 Closed