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Patterson-UTI

Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
301
EARNEST Partners
Georgia
$5K +$4.31K +208 New
M
302
MOTCO
Texas
$5K +$4.35K +210 New
THWM
303
Taylor Hoffman Wealth Management
Virginia
$5K +$4.37K +211 New
PHK
304
Point72 Hong Kong
Hong Kong
$5K +$4.77K +230 New
Bessemer Group
305
Bessemer Group
New Jersey
$4K
TWA
306
TCI Wealth Advisors
Arizona
$4K
GI
307
Gradient Investments
Minnesota
$4K +$3.25K +157 New
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$4K +$3.4K +164 New
WA
309
Winfield Associates
Ohio
$4K +$3.42K +165 New
IA
310
IFP Advisors
Florida
$3K -$7.54K -364 -75%
CHP
311
Cable Hill Partners
Oregon
$3K
IWM
312
IHT Wealth Management
Illinois
$3K
RWA
313
Ropes Wealth Advisors
Massachusetts
$3K
ST
314
Smithfield Trust
Pennsylvania
$3K +$2.8K +135 New
WAS
315
Winch Advisory Services
Wisconsin
$2K -$3.13K -151 -67%
HR
316
Howe & Rusling
New York
$2K
QCG
317
Quadrant Capital Group
Ohio
$2K
CA
318
Centerpoint Advisors
Massachusetts
$2K +$2.07K +100 New
WT
319
Whittier Trust
California
$1K
WAM
320
Wealthspire Advisors (Maryland)
Maryland
$1K +$249 +12 +28%
AssetMark Inc
321
AssetMark Inc
California
$1K +$601 +29 New
LFA
322
Legacy Financial Advisors
Kentucky
$1K +$1.1K +53 New
VFA
323
Virtus Fund Advisers
Connecticut
-$43.4M -2,071,500 Closed
NYLIM
324
New York Life Investment Management
New York
-$22M -1,051,905 Closed
CANY
325
Caxton Associates (New York)
New York
-$11.4M -544,813 Closed