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Name Holding Trade Value Shares
Change
Change in
Stake
RWB
201
RMR Wealth Builders
New Jersey
$11K +$9.29K +253 New
PG
202
Proffitt & Goodson
Tennessee
$10K
VFA
203
Valeo Financial Advisors
Indiana
$9K -$158K -4,300 -96%
CFN
204
Cordasco Financial Network
Florida
$9K +$7.35K +200 New
S
205
SignatureFD
Georgia
$9K +$7.93K +216 New
FP
206
Financial Perspectives
Minnesota
$7.97K +$6.83K +186 New
RE
207
RBC Europe
United Kingdom
$7.71K +$6.61K +180 New
ACA
208
Atlas Capital Advisors
Wyoming
$6.42K +$5.51K +150 New
MA
209
Montag & Associates
Georgia
$6K +$5.33K +145 New
CFFP
210
Center for Financial Planning
Michigan
$6K +$5.51K +150 New
WT
211
Washington Trust
Rhode Island
$6K +$5.51K +150 New
IA
212
IFS Advisors
Kansas
$6K +$5.66K +154 New
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$5K
CWA
214
Clearview Wealth Advisors
Oregon
$5K +$4.33K +118 New
QCG
215
Quadrant Capital Group
Ohio
$4K +$2.28K +62 +270%
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$4K +$3.12K +85 New
HPC
217
HM Payson & Co
Maine
$4K +$3.67K +100 New
KFI
218
Key Financial Inc
Pennsylvania
$3K +$2.72K +74 New
CA
219
Centerpoint Advisors
Massachusetts
$2K +$1.84K +50 New
ASN
220
Advisory Services Network
Georgia
$1K
TC
221
Tairen Capital
Hong Kong
-$81.5M -4,059,809 Closed
T. Rowe Price Associates
222
T. Rowe Price Associates
Maryland
-$60.3M -3,003,900 Closed
CI Investments Inc
223
CI Investments Inc
Ontario, Canada
-$32.7M -1,629,096 Closed
JCAM
224
Jericho Capital Asset Management
New York
-$27M -1,346,000 Closed
HA
225
HHLR Advisors
Cayman Islands
-$18.4M -916,518 Closed