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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
101
Plante Moran Financial Advisors
Michigan
$4K – – –
WT
102
Whittier Trust
California
$4K – – –
IWA
103
IBEX Wealth Advisors
New Jersey
$4K +$4.4K +249 New
Creative Planning
104
Creative Planning
Kansas
$3K -$32.2K -1,824 -91%
SAM
105
Solaris Asset Management
New York
$3K -$16.3K -923 -87%
ACS
106
Archford Capital Strategies
Illinois
$3K – – –
KT
107
Kanaly Trust
Texas
$3K – – –
IWM
108
IHT Wealth Management
Illinois
$3K +$3.32K +188 New
Manulife (Manufacturers Life Insurance)
109
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K – – –
PFBT
110
Parkside Financial Bank & Trust
Missouri
$2K – – –
AAP
111
Arax Advisory Partners
Colorado
$2K +$1.63K +92 New
SPIA
112
Steward Partners Investment Advisory
New York
$1K +$1.79K +101 New
RWM
113
Raffa Wealth Management
District of Columbia
$575 – – –
Arrowstreet Capital
114
Arrowstreet Capital
Massachusetts
– -$8.24M -430,104 Closed
PWAG
115
Polaris Wealth Advisory Group
California
– -$797K -41,573 Closed
DWA
116
Dorsey Wright & Associates
California
– -$534K -27,857 Closed
LCM
117
Landscape Capital Management
New Jersey
– -$459K -23,979 Closed
JFA
118
JNBA Financial Advisors
Minnesota
– -$98K -5,099 Closed
S
119
SignatureFD
Georgia
– -$98K -5,099 Closed
WIC
120
Woodmont Investment Counsel
Tennessee
– -$4K -204 Closed
WAM
121
Wealthspire Advisors (Maryland)
Maryland
– -$1K -77 Closed