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Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
401
Edmond de Rothschild Holding
Switzerland
$3K
FHA
402
First Horizon Advisors
Tennessee
$3K
LWM
403
Liberty Wealth Management
California
$3K +$3.38K +240 New
CQS
404
Credential Qtrade Securities
$2.9K +$2.96K +210 New
DAM
405
Delta Asset Management
Tennessee
$2K
EARNEST Partners
406
EARNEST Partners
Georgia
$2K
FPFS
407
First Personal Financial Services
North Carolina
$2K
GRP
408
Global Retirement Partners
California
$2K
RWA
409
River Wealth Advisors
Pennsylvania
$2K
MSA
410
Marino Stram & Associates
Massachusetts
$2K +$985 +70 New
BAM
411
Bruderman Asset Management
New York
$2K +$1.69K +120 New
AA
412
AlphaMark Advisors
Kentucky
$1K -$2.81K -200 -80%
HR
413
Howe & Rusling
New York
$1K
CA
414
Claro Advisors
Massachusetts
$1K +$563 +40 New
TAIM
415
TD Ameritrade Investment Management
Nebraska
$1K +$704 +50 +125%
WANY
416
Wealthspire Advisors (New York)
New York
$1K +$845 +60 New
OIA
417
OneDigital Investment Advisors
Kansas
$1K +$985 +70 New
BCA
418
Berman Capital Advisors
Georgia
$1K +$1.41K +100 New
LWM
419
Lenox Wealth Management
Ohio
$1K +$8.02K +570 New
GI
420
GS Investments
Minnesota
$969
NA
421
NewEdge Advisors
Louisiana
$266 +$270K +19,200 New
GT
422
Glenmede Trust
Pennsylvania
$167 +$171K +12,120 New
William Blair Investment Management
423
William Blair Investment Management
Illinois
-$99.8M -6,065,850 Closed
CAM
424
Contour Asset Management
New York
-$53.8M -3,273,610 Closed
HCM
425
Hitchwood Capital Management
New York
-$29.6M -1,800,000 Closed