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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
876
Elmwood Wealth Management
California
$2.67K +$2.75K +38 New
AC
877
Avestar Capital
New York
$2K
GTAM
878
Global Trust Asset Management
Florida
$2K
SLF
879
Sun Life Financial
Ontario, Canada
$1.5K -$46.6K -645 -85%
OPWM
880
Oak Point Wealth Management
Michigan
$1K -$1.53M -21,194 -100%
LFA
881
Legacy Financial Advisors
Kentucky
$1K -$480K -6,638 -100%
FGC
882
Financial Gravity Companies
Texas
$1K -$1.16K -16 -73%
AWA
883
Acorn Wealth Advisors
Michigan
$1K
AWM
884
Avior Wealth Management
Nebraska
$1K
TL
885
TrueWealth LLC
Georgia
$1K
FGAM
886
Financial Gravity Asset Management
Texas
$1K +$434 +6 New
ML
887
McAdam LLC
Pennsylvania
$1K +$723 +10 New
DWA
888
Divergent Wealth Advisors
Utah
$1K +$1.45K +20 New
AAP
889
Arax Advisory Partners
Colorado
$1K +$1.66K +23 New
WHG
890
Westwood Holdings Group
Texas
-$103M -1,474,148 Closed
SJIC
891
St. James Investment Company
Texas
-$37.6M -539,081 Closed
IP
892
Interval Partners
New York
-$15.3M -219,520 Closed
SCM
893
Stevens Capital Management
Pennsylvania
-$13.4M -192,474 Closed
HEIP
894
Hudson Edge Investment Partners
New Jersey
-$10.5M -150,209 Closed
HAI
895
Hennessy Advisors Inc
California
-$10.3M -148,043 Closed
Voloridge Investment Management
896
Voloridge Investment Management
Florida
-$6.71M -96,259 Closed
Point72 Asset Management
897
Point72 Asset Management
Connecticut
-$5.97M -85,727 Closed
SSA
898
Schonfeld Strategic Advisors
New York
-$5.17M -74,220 Closed
NFAM
899
North Fourth Asset Management
New Jersey
-$4.66M -66,906 Closed
EI
900
EDMP Inc
Florida
-$3.77M -51,465 Closed