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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
801
Baystate Wealth Management
Massachusetts
$2K -$13.5K -188 -86%
FRA
802
Front Row Advisors
California
$2K -$3.58K -50 -67%
JFGIW
803
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K -$1.29K -18 -38%
AF
804
Allworth Financial
California
$2K – – –
CFN
805
Cordasco Financial Network
Florida
$2K – – –
HFM
806
Hartford Financial Management
Connecticut
$2K – – –
WAP
807
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
EWM
808
Executive Wealth Management
Michigan
$2K +$1.5K +21 New
EWA
809
ERTS Wealth Advisors
Michigan
$2K +$2.01K +28 New
APW
810
Acima Private Wealth
Virginia
$2K +$2.15K +30 New
CFA
811
Clarfeld Financial Advisors
New York
$2K +$2.44K +34 New
NIM
812
NuWave Investment Management
New Jersey
$1K -$379K -5,294 -100%
RA
813
Rational Advisors
New York
$1K -$64.3K -898 -98%
JGIA
814
Jackson Grant Investment Advisers
Connecticut
$1K -$34.6K -483 -98%
SIS
815
Sound Income Strategies
Florida
$1K – – –
WAM
816
Watermark Asset Management
California
$1K – – –
GWS
817
Glassman Wealth Services
Virginia
$1K +$573 +8 +200%
FGC
818
Financial Gravity Companies
Texas
$1K +$645 +9 New
RFM
819
Royal Fund Management
Florida
$1K +$1.65K +23 New
JIM
820
Jupiter Investment Management
United Kingdom
– -$102M -1,212,115 Closed
AL
821
Appaloosa LP
New Jersey
– -$99.3M -1,185,823 Closed
Artisan Partners
822
Artisan Partners
Wisconsin
– -$54.1M -645,968 Closed
SIG
823
Senator Investment Group
New York
– -$41.9M -500,000 Closed
MWNA
824
Marshall Wace North America
New York
– -$30.6M -365,638 Closed
TAM
825
Todd Asset Management
Kentucky
– -$29.4M -350,343 Closed