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Name Holding Trade Value Shares
Change
Change in
Stake
WB
401
Webster Bank
Connecticut
$6K – – –
WC
402
Whitnell & Co
Illinois
$6K – – –
SWP
403
Strategic Wealth Partners
Ohio
$6K +$5.72K +53 New
CB
404
CNB Bank
Pennsylvania
$5K – – –
HMS
405
Hanseatic Management Services
New Mexico
$5K – – –
PO
406
Private Ocean
California
$5K +$5.4K +50 New
MA
407
MUFG Americas
New York
$4K -$54K -500 -92%
TC
408
Trilogy Capital
California
$3K +$2.92K +27 New
ACS
409
Archford Capital Strategies
Illinois
$3K +$3.13K +29 New
TL
410
TrueWealth LLC
Georgia
$2K -$66.1K -612 -97%
KF
411
Krilogy Financial
Missouri
$2K – – –
SA
412
SRH Advisors
Kansas
$2K – – –
EA
413
Edge Advisors
Georgia
$2K +$2.59K +24 New
WEC
414
Winslow Evans & Crocker
Massachusetts
$1.26K – – –
BWL
415
Bogart Wealth LLC
Virginia
$1K – – –
Capital World Investors
416
Capital World Investors
California
$1K – – –
CFD
417
Creative Financial Designs
Indiana
$1K – – –
WWMSC
418
Wagner Wealth Management (South Carolina)
South Carolina
$1K +$540 +5 New
DWA
419
Divergent Wealth Advisors
Utah
$1K +$1.51K +14 New
D.E. Shaw & Co
420
D.E. Shaw & Co
New York
– -$17.4M -154,439 Closed
ZIM
421
Zacks Investment Management
Illinois
– -$9.76M -86,848 Closed
DWA
422
Dorsey Wright & Associates
California
– -$6.42M -57,113 Closed
VAM
423
Vontobel Asset Management
New York
– -$6.37M -56,711 Closed
Aberdeen Group
424
Aberdeen Group
United Kingdom
– -$3.1M -27,600 Closed
LSA
425
L & S Advisors
California
– -$2.52M -22,426 Closed