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Name Holding Trade Value Shares
Change
Change in
Stake
LF
501
Lee Financial
Texas
$576 – – –
FA
502
Fiduciary Alliance
South Carolina
$576 +$547 +9 New
WPA
503
West Paces Advisors
Georgia
$512 – – –
MA
504
Montag & Associates
Georgia
$384 – – –
SIC
505
SJS Investment Consulting
Ohio
$384 +$364 +6 New
MAWCM
506
Mine & Arao Wealth Creation & Management
California
$320 – – –
WBC
507
West Branch Capital
Massachusetts
$320 – – –
DI
508
Disciplined Investments
Oklahoma
$320 +$182 +3 +150%
CB
509
CNB Bank
Pennsylvania
$256 – – –
PO
510
Private Ocean
California
$256 – – –
TF
511
TimeScale Financial
Massachusetts
$192 – – –
M
512
MOTCO
Texas
$128 +$121 +2 New
Kayne Anderson Rudnick Investment Management
513
Kayne Anderson Rudnick Investment Management
California
$64 – – –
AWM
514
Abound Wealth Management
Tennessee
$64 +$61 +1 New
TWD
515
True Wealth Design
Ohio
$64 +$61 +1 New
Renaissance Technologies
516
Renaissance Technologies
New York
– -$37M -562,143 Closed
WEG
517
World Equity Group
Illinois
– -$1.05M -98,436 Closed
CAM
518
Contour Asset Management
New York
– -$5.86M -89,000 Closed
TSS
519
Two Sigma Securities
New York
– -$3.41M -56,063 Closed
PI
520
Putnam Investments
Massachusetts
– -$2.71M -41,133 Closed
PCIA
521
Prime Capital Investment Advisors
Kansas
– -$1.74M -26,377 Closed
JMPWA
522
JP Morgan Private Wealth Advisors
California
– -$1.64M -24,843 Closed
DTL
523
Dynamic Technology Lab
Singapore
– -$1.57M -23,850 Closed
SG Americas Securities
524
SG Americas Securities
New York
– -$1.42M -21,635 Closed
Holocene Advisors
525
Holocene Advisors
New York
– -$1.42M -21,534 Closed