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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
351
Lenox Wealth Advisors
New York
$7K – – –
TAIM
352
TD Ameritrade Investment Management
Nebraska
$6K -$2.91K -29 -35%
LWANC
353
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K – – –
PFA
354
Professional Financial Advisors
Nebraska
$6K +$100 +1 +2%
CWP
355
Concord Wealth Partners
Virginia
$5K – – –
JWA
356
JFS Wealth Advisors
Pennsylvania
$5K – – –
WLPWM
357
Walled Lake Planning & Wealth Management
Illinois
$5K – – –
TFO
358
Tarbox Family Office
California
$4K – – –
EARNEST Partners
359
EARNEST Partners
Georgia
$3K – – –
EWM
360
Elmwood Wealth Management
California
$3K – – –
SBL
361
Sargent Bickham Lagudis
Colorado
$3K – – –
BCA
362
Berman Capital Advisors
Georgia
$3K +$702 +7 +23%
MPWT
363
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.21K +22 +244%
VCM
364
Versant Capital Management
Arizona
$2K -$6.62K -66 -79%
HI
365
Hudock Inc
Pennsylvania
$2K – – –
LWM
366
Liberty Wealth Management
California
$2K +$1.2K +12 +63%
AIM
367
Anchor Investment Management
South Carolina
$1.29K – – –
TFA
368
Transamerica Financial Advisors
Florida
$1K -$702 -7 -78%
SB
369
Strategic Blueprint
Georgia
$1K +$902 +9 New
AWMS
370
Advocacy Wealth Management Services
Georgia
$1K +$1.3K +13 New
EI
371
Ellevest Inc
New York
$1K +$1.3K +13 New
TAM
372
Troy Asset Management
United Kingdom
– -$15.5M -253,648 Closed
MFM
373
MD Financial Management
Ontario, Canada
– -$6.7M -72,903 Closed
Alyeska Investment Group
374
Alyeska Investment Group
Illinois
– -$6.45M -69,905 Closed
ECM
375
ExodusPoint Capital Management
New York
– -$4.47M -48,426 Closed