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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
526
AssetMark Inc
California
$4K +$5.49K +50 New
ED
527
Exane Derivatives
France
$3.94K – – –
TCM
528
Tradewinds Capital Management
Washington
$3K -$1.98K -18 -35%
CA
529
Centerpoint Advisors
Massachusetts
$3K – – –
OAJ
530
Ogorek Anthony Joseph
New York
$3K – – –
LSA
531
Lion Street Advisors
Texas
$3K +$4.28K +39 New
JCM
532
Jacobi Capital Management
Pennsylvania
$2K -$11K -100 -81%
SBL
533
Sargent Bickham Lagudis
Colorado
$2K – – –
SCA
534
Stonebridge Capital Advisors
Minnesota
$2K – – –
JWA
535
JFS Wealth Advisors
Pennsylvania
$2K +$1.54K +14 +280%
PMFA
536
Plante Moran Financial Advisors
Michigan
$2K +$2.75K +25 New
TPCW
537
TD Private Client Wealth
New York
$1.7K +$1.76K +16 +533%
BCH
538
Berkshire Capital Holdings
California
$1K – – –
BBHC
539
Brown Brothers Harriman & Co
New York
$1K – – –
PAI
540
Pittenger & Anderson Inc
Nebraska
$1K – – –
SNT
541
Security National Trust
West Virginia
$1K – – –
TI
542
tru Independence
Oregon
$1K – – –
LFG
543
Larson Financial Group
Missouri
$1K +$329 +3 +75%
VNA
544
Valley National Advisers
Pennsylvania
$1K +$1.1K +10 New
GWS
545
Glassman Wealth Services
Virginia
$1K +$1.21K +11 New
ZB
546
Zions Bancorporation
Utah
$1K +$1.21K +11 New
MWM
547
MBE Wealth Management
Wisconsin
$1K +$1.32K +12 New
WQ
548
Wealth Quarterback
New Jersey
$716 – – –
TCM
549
Tybourne Capital Management
Hong Kong
– -$323M -3,289,456 Closed
BCVI
550
Bain Capital Venture Investors
Massachusetts
– -$82.2M -836,799 Closed