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TPR

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
526
MV Capital Management
Maryland
$2K +$781 +19 +53%
JWA
527
JFS Wealth Advisors
Pennsylvania
$2K +$2.22K +54 New
AWA
528
Amplius Wealth Advisors
Pennsylvania
$2K +$2.38K +58 New
TAM
529
Tucker Asset Management
Colorado
$1.59K – – –
VCM
530
Versant Capital Management
Arizona
$1K -$493 -12 -32%
WT
531
Washington Trust
Rhode Island
$1K -$164 -4 -12%
BWL
532
Bogart Wealth LLC
Virginia
$1K – – –
CFA
533
Carroll Financial Associates
North Carolina
$1K – – –
SIM
534
Sentry Investment Management
Wisconsin
$1K – – –
SIS
535
Sound Income Strategies
Florida
$1K – – –
TCM
536
Tradewinds Capital Management
Washington
$1K – – –
ZB
537
Zions Bancorporation
Utah
$1K – – –
MPWT
538
MassMutual Private Wealth & Trust
Connecticut
$1K +$822 +20 New
NFSG
539
Newbridge Financial Services Group
Florida
$1K +$987 +24 New
CCA
540
Column Capital Advisors
Indiana
$1K +$1.23K +30 New
SC
541
Schubert & Co
Texas
$1K +$1.23K +30 New
KFS
542
Kelly Financial Services
Massachusetts
$609 – – –
FGAM
543
Financial Gravity Asset Management
Texas
$268 +$9.83K +239 +3,414%
BIM
544
Baldwin Investment Management
Pennsylvania
$244 – – –
WA
545
WestEnd Advisors
North Carolina
$81 +$82 +2 New
CP
546
Castleview Partners
Texas
$58 +$96.8K +2,354 New
BBHC
547
Brown Brothers Harriman & Co
New York
$6 -$39.7K -966 -87%
ZIG
548
Zurich Insurance Group
Switzerland
– -$39.8M -1,075,652 Closed
SC
549
Samlyn Capital
New York
– -$35.6M -961,889 Closed
BAM
550
Blueshift Asset Management
New Jersey
– -$9.93M -268,094 Closed
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