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Stagwell

Name Holding Trade Value Shares
Change
Change in
Stake
PA
151
Parallel Advisors
California
$362 +$392 +55 New
JWA
152
JFS Wealth Advisors
Pennsylvania
$198 – – –
IA
153
IFP Advisors
Florida
$112 – – –
CAS
154
Coppell Advisory Solutions
Texas
$99 – – –
SIC
155
SJS Investment Consulting
Ohio
$93 +$43 +6 +75%
GI
156
GAMMA Investing
California
$53 -$335 -47 -85%
DPW
157
DiNuzzo Private Wealth
Pennsylvania
$40 – – –
GFPC
158
Global Financial Private Client
Florida
$20 +$21 +3 New
PWM
159
Parkworth Wealth Management
California
$7 +$7 +1 New
SS
160
SBI Securities
Japan
$7 +$7 +1 New
LIP
161
Lighthouse Investment Partners
Florida
– -$1.73M -246,615 Closed
CM
162
CastleKnight Management
New York
– -$1.67M -237,566 Closed
SPA
163
Sherbrooke Park Advisers
New York
– -$403K -57,452 Closed
WANY
164
Wealthspire Advisors (New York)
New York
– -$381K -54,232 Closed
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
– -$340K -48,464 Closed
B
166
Bailard
California
– -$289K -41,100 Closed
SOW
167
State of Wyoming
Wyoming
– -$217K -30,921 Closed
PP
168
Paloma Partners
Connecticut
– -$77K -10,970 Closed
Handelsbanken Fonder
169
Handelsbanken Fonder
Sweden
– -$75K -10,700 Closed
BTI
170
Blue Trust Inc
Georgia
– -$20.1K -2,944 Closed
Osaic Holdings
171
Osaic Holdings
Arizona
– -$14K -2,000 Closed
ACM
172
Aster Capital Management
United Arab Emirates
– -$11.3K -1,609 Closed
CPA
173
Capital Performance Advisors
California
– -$316 -45 Closed
CA
174
Claris Advisors
Missouri
– -$21 -3 Closed
C
175
Covestor
United Kingdom
– +$7 +1 +10%