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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
601
Versant Capital Management
Arizona
$1.72K – – –
SIC
602
SJS Investment Consulting
Ohio
$1.53K -$387 -2 -20%
GWM
603
Geneos Wealth Management
Colorado
$1.53K -$2.9K -15 -65%
FP
604
Financial Perspectives
Minnesota
$1.38K – – –
DI
605
Disciplined Investments
Oklahoma
$1.15K -$580 -3 -33%
Lazard Asset Management
606
Lazard Asset Management
New York
$1K -$580 -3 -33%
FRA
607
Front Row Advisors
California
$1K – – –
PCM
608
Penserra Capital Management
California
$1K – – –
MFT
609
Moisand Fitzgerald Tamayo
Florida
$957 +$966 +5 New
AIC
610
Archer Investment Corporation
Indiana
$956 – – –
NSG
611
Nalls Sherbakoff Group
Tennessee
$944 +$966 +5 New
TWD
612
True Wealth Design
Ohio
$766 +$387 +2 +100%
BF
613
BOK Financial
Oklahoma
$574 -$411K -2,128 -100%
TCM
614
Tradewinds Capital Management
Washington
$574 – – –
CAC
615
Core Alternative Capital
Georgia
$574 +$580 +3 New
WPA
616
West Paces Advisors
Georgia
$574 +$580 +3 New
BBHC
617
Brown Brothers Harriman & Co
New York
$383 -$4.25K -22 -92%
WA
618
WestEnd Advisors
North Carolina
$191 -$193 -1 Closed
JWM
619
Janiczek Wealth Management
Colorado
$187 – – –
ESCM
620
Echo Street Capital Management
New York
– -$87.2M -472,035 Closed
NHAS
621
Novo Holdings A/S
Denmark
– -$86.4M -467,687 Closed
Voloridge Investment Management
622
Voloridge Investment Management
Florida
– -$23.6M -127,629 Closed
DIA
623
Dana Investment Advisors
Wisconsin
– -$10.8M -58,723 Closed
First Trust Advisors
624
First Trust Advisors
Illinois
– -$9.64M -52,182 Closed
Walleye Capital
625
Walleye Capital
New York
– -$8.92M -48,324 Closed