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Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
401
Nisa Investment Advisors
Missouri
$4K – – –
AIM
402
Advantage Investment Management
Iowa
$4K +$1.97K +140 +93%
EDRH
403
Edmond de Rothschild Holding
Switzerland
$3K – – –
FHA
404
First Horizon Advisors
Tennessee
$3K – – –
LWM
405
Liberty Wealth Management
California
$3K +$3.38K +240 New
CQS
406
Credential Qtrade Securities
$2.9K +$2.96K +210 New
DAM
407
Delta Asset Management
Tennessee
$2K – – –
EARNEST Partners
408
EARNEST Partners
Georgia
$2K – – –
FPFS
409
First Personal Financial Services
North Carolina
$2K – – –
GRP
410
Global Retirement Partners
California
$2K – – –
RWA
411
River Wealth Advisors
Pennsylvania
$2K – – –
MSA
412
Marino Stram & Associates
Massachusetts
$2K +$985 +70 New
BAM
413
Bruderman Asset Management
New York
$2K +$1.69K +120 New
AA
414
AlphaMark Advisors
Kentucky
$1K -$2.81K -200 -80%
HR
415
Howe & Rusling
New York
$1K – – –
CA
416
Claro Advisors
Massachusetts
$1K +$563 +40 New
TAIM
417
TD Ameritrade Investment Management
Nebraska
$1K +$704 +50 +125%
WANY
418
Wealthspire Advisors (New York)
New York
$1K +$845 +60 New
OIA
419
OneDigital Investment Advisors
Kansas
$1K +$985 +70 New
BCA
420
Berman Capital Advisors
Georgia
$1K +$1.41K +100 New
LWM
421
Lenox Wealth Management
Ohio
$1K +$8.02K +570 New
GI
422
GS Investments
Minnesota
$969 – – –
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