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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
601
Salem Investment Counselors
North Carolina
$2.17K +$2.11K +12 New
SWA
602
SOA Wealth Advisors
New York
$1.81K – – –
FCM
603
Fourpath Capital Management
Oklahoma
$1.81K +$1.76K +10 New
IAIM
604
International Assets Investment Management
Florida
$1.45K -$27.2K -155 -95%
RCM
605
Raleigh Capital Management
North Carolina
$1.45K – – –
TWD
606
True Wealth Design
Ohio
$1.26K +$351 +2 +40%
AW
607
Avion Wealth
Texas
$1K -$1.05K -6 -43%
CAM
608
ClariVest Asset Management
California
$908 – – –
TCM
609
TD Capital Management
Tennessee
$903 – – –
CSC
610
Caldwell Sutter Capital
California
$542 – – –
PWMG
611
Prestige Wealth Management Group
New Jersey
$542 – – –
CA
612
Claris Advisors
Missouri
$542 +$527 +3 New
B
613
Birchbrook
Maine
$488 – – –
CA
614
Continuum Advisory
Idaho
$382 +$351 +2 New
CT
615
Colonial Trust
South Carolina
$364 +$351 +2 New
BF
616
BOK Financial
Oklahoma
$354 – – –
WA
617
WestEnd Advisors
North Carolina
$181 – – –
CPA
618
Capital Performance Advisors
California
$181 +$176 +1 New
DWM
619
Dogwood Wealth Management
Kansas
$2 – – –
ZIG
620
Zurich Insurance Group
Switzerland
– -$52.2M -287,194 Closed
AG
621
Avala Global
New York
– -$41.1M -226,394 Closed
TFCP
622
Twin Focus Capital Partners
Massachusetts
– -$40.2M -221,517 Closed
Teacher Retirement System of Texas
623
Teacher Retirement System of Texas
Texas
– -$40.2M -221,513 Closed
PCM
624
Pinnbrook Capital Management
New York
– -$8.03M -44,185 Closed
GL
625
Governors Lane
New York
– -$6.1M -33,571 Closed