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Name Holding Trade Value Shares
Change
Change in
Stake
TWD
626
True Wealth Design
Ohio
$651 -$13.5K -181 -95%
VWA
627
Valued Wealth Advisors
Utah
$580 – – –
CSC
628
Caldwell Sutter Capital
California
$578 – – –
TCM
629
TD Capital Management
Tennessee
$578 – – –
BWL
630
Bogart Wealth LLC
Virginia
$506 +$524 +7 New
CIAS
631
CBIZ Investment Advisory Services
Ohio
$506 +$524 +7 New
HFS
632
Hughes Financial Services
Virginia
$505 +$524 +7 New
PCTC
633
Perkins Coie Trust Company
Washington
$505 +$524 +7 New
WWM
634
Wolff Wiese Magana
California
$362 – – –
WCM
635
WealthTrak Capital Management
Virginia
$362 +$374 +5 New
CAM
636
Chesapeake Asset Management
New York
$361 +$374 +5 New
OP
637
ORG Partners
Indiana
$360 +$374 +5 New
TWC
638
TD Waterhouse Canada
Ontario, Canada
$359 +$374 +5 New
WW
639
Winnow Wealth
Texas
$345 +$75 +1 +25%
CA
640
Crewe Advisors
Utah
$289 – – –
MAS
641
MPWM Advisory Solutions
Georgia
$289 – – –
HIA
642
HFM Investment Advisors
New Jersey
$217 +$225 +3 New
BHWM
643
Bay Harbor Wealth Management
Maryland
$216 +$225 +3 New
RPA
644
Redwood Park Advisors
California
$145 – – –
ACA
645
American Capital Advisory
Idaho
$145 +$150 +2 New
Q1WB
646
Quest 10 Wealth Builders
Virginia
$72 -$75 -1 -50%
CIA
647
Cape Investment Advisory
Georgia
$72 – – –
Balyasny Asset Management
648
Balyasny Asset Management
Illinois
– -$94.6M -1,236,441 Closed
Marshall Wace
649
Marshall Wace
United Kingdom
– -$22.4M -292,455 Closed
LHC
650
Lodge Hill Capital
New York
– -$12M -157,360 Closed