Name Holding Trade Value Shares
Change
Change in
Stake
CWM
501
Cordatus Wealth Management
Pennsylvania
– -$220K -5,000 Closed
PFS
502
Prospera Financial Services
Texas
– -$220K -5,000 Closed
RIM
503
Redpoint Investment Management
Australia
– -$213K -4,844 Closed
SG
504
Stonnington Group
California
– -$209K -4,837 Closed
BWP
505
BSW Wealth Partners
Colorado
– -$212K -4,819 Closed
LWM
506
Laidlaw Wealth Management
New York
– -$212K -4,811 Closed
CIM
507
CIM Investment Management
Pennsylvania
– -$212K -4,808 Closed
EWA
508
EP Wealth Advisors
California
– -$211K -4,803 Closed
SICM
509
Sustainable Insight Capital Management
New York
– -$208K -4,720 Closed
HHAM
510
HITE Hedge Asset Management
Massachusetts
– -$207K -4,700 Closed
LJAC
511
L.J. Altfest & Co
New York
– -$207K -4,697 Closed
WCA
512
Waratah Capital Advisors
Ontario, Canada
– -$203K -4,611 Closed
PWMG
513
Prestige Wealth Management Group
New Jersey
– -$158K -3,595 Closed
CA
514
CastleArk Alternatives
Illinois
– -$137K -3,110 Closed
RIA
515
RPG Investment Advisory
California
– -$134K -3,050 Closed
ED
516
Exane Derivatives
France
– -$122K -2,778 Closed
GKWIM
517
Gerber Kawasaki Wealth & Investment Management
California
– -$58K -1,334 Closed
TFM
518
TFC Financial Management
Massachusetts
– -$33K -750 Closed
RCA
519
Ranch Capital Advisors
Florida
– -$28K -625 Closed
OSAM
520
O'Shaughnessy Asset Management
Connecticut
– -$22K -510 Closed
JPLA
521
Joseph P. Lucia & Associates
New York
– -$16K -370 Closed
MAM
522
Meeder Asset Management
Ohio
– -$13K -294 Closed
PFPT
523
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$10K -220 Closed
CPC
524
Consolidated Planning Corp
Georgia
– -$9K -200 Closed
Bessemer Group
525
Bessemer Group
New Jersey
– -$8K -175 Closed