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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
501
Tortoise Investment Management
New York
$10K +$9.89K +420 New
IC
502
Intersect Capital
California
$9K – – –
ZB
503
Zions Bancorporation
Utah
$9K +$9.12K +387 New
TRCT
504
Tower Research Capital (TRC)
New York
$8K -$536K -22,751 -99%
AWS
505
Aris Wealth Services
Pennsylvania
$8K +$7.98K +339 New
IWMPD
506
Integrated Wealth Management (Palm Desert)
California
$7K +$8.01K +340 New
GWA
507
Genesis Wealth Advisors
Massachusetts
$6.39K -$6.48K -275 -50%
QAM
508
QCI Asset Management
New York
$6K – – –
BBHC
509
Brown Brothers Harriman & Co
New York
$5K – – –
LWA
510
Lenox Wealth Advisors
New York
$5K – – –
SF
511
Synovus Financial
Georgia
$4K +$1.41K +60 +65%
CYG
512
Clean Yield Group
Vermont
$4K +$4.29K +182 New
CFA
513
Carroll Financial Associates
North Carolina
$4K +$4.33K +184 New
AIM
514
Advantage Investment Management
Iowa
$2K – – –
AP
515
Atwood & Palmer
Missouri
$2K – – –
JFA
516
JNBA Financial Advisors
Minnesota
$2K – – –
OC
517
Oakworth Capital
Alabama
$1K – – –
VNA
518
Valley National Advisers
Pennsylvania
$1K +$1.37K +58 New
AWM
519
Ashmore Wealth Management
Delaware
– -$131M -5,835,125 Closed
CI
520
Cambiar Investors
Colorado
– -$58.4M -2,608,180 Closed
KCM
521
Keywise Capital Management
Cayman Islands
– -$42.2M -1,884,600 Closed
Calamos Advisors
522
Calamos Advisors
Illinois
– -$28M -1,187,738 Closed
GI
523
Glovista Investments
New Jersey
– -$17.8M -796,752 Closed
MC
524
Maplelane Capital
New York
– -$9.42M -400,000 -100%
PL
525
Perpetual Ltd
Australia
– -$6.52M -291,417 Closed