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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
551
Lenox Wealth Advisors
New York
$4K – – –
THWM
552
Taylor Hoffman Wealth Management
Virginia
$4K – – –
EWA
553
Evolution Wealth Advisors
Florida
$3K – – –
BL
554
Balentine LLC
Georgia
$3K +$1.98K +8 +267%
MPWT
555
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.97K +12 New
FGAM
556
Financial Gravity Asset Management
Texas
$3K +$3.46K +14 New
HI
557
Hudock Inc
Pennsylvania
$2K – – –
LWM
558
Liberty Wealth Management
California
$2K – – –
WT
559
Whittier Trust
California
$2K – – –
BRC
560
Bell Rock Capital
Delaware
$2K +$2.47K +10 New
RWM
561
Raffa Wealth Management
District of Columbia
$1.93K +$1.98K +8 New
PFGIA
562
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$495 -2 -25%
CAM
563
ClariVest Asset Management
California
$1K – – –
EFSCE
564
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
ME
565
McIlrath & Eck
Washington
$1K – – –
BWM
566
Baystate Wealth Management
Massachusetts
$1K +$1.24K +5 New
ED
567
Exane Derivatives
France
$964 -$244K -988 -100%
CBOA
568
Commonwealth Bank of Australia
Australia
– -$273M -1,213,512 Closed
MG
569
Meritage Group
California
– -$93.8M -417,314 Closed
GIP
570
General Industrial Partners
United Kingdom
– -$83M -369,164 Closed
CC
571
Carlson Capital
Texas
– -$37.9M -168,486 Closed
CCP
572
Clough Capital Partners
Massachusetts
– -$16.7M -74,310 Closed
VCM
573
Voleon Capital Management
California
– -$11.2M -50,000 Closed
Capital Fund Management (CFM)
574
Capital Fund Management (CFM)
France
– -$10.7M -43,446 Closed
PCIG
575
Partners Capital Investment Group
Massachusetts
– -$8.67M -38,563 Closed