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Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
401
EARNEST Partners
Georgia
$5K – – –
AIA
402
Alera Investment Advisors
Illinois
$5K +$7.04K +254 New
CBOA
403
Commonwealth Bank of Australia
Australia
$5K +$8.01K +289 New
BWA
404
BDO Wealth Advisors
Florida
$4K -$58.8K -2,122 -91%
PCP
405
Proficio Capital Partners
Massachusetts
$4K -$1.27K -46 -20%
HR
406
Howe & Rusling
New York
$4K – – –
CAPTRUST Financial Advisors
407
CAPTRUST Financial Advisors
North Carolina
$4K +$1.27K +46 +27%
PA
408
Parallel Advisors
California
$3K -$1.44K -52 -23%
CAW
409
Cornerstone Advisors (Washington)
Washington
$3K +$4.02K +145 New
VNA
410
Valley National Advisers
Pennsylvania
$3K +$4.74K +171 New
MPWT
411
MassMutual Private Wealth & Trust
Connecticut
$2.97K – – –
FWM
412
Focused Wealth Management
New York
$2K -$8.01K -289 -77%
AssetMark Inc
413
AssetMark Inc
California
$2K -$5.6K -202 -69%
CFD
414
Creative Financial Designs
Indiana
$2K – – –
OFW
415
Omnia Family Wealth
Florida
$2K – – –
QI
416
QS Investors
New York
$2K – – –
CA
417
Claro Advisors
Massachusetts
$2K +$1.61K +58 New
MOS
418
MGO One Seven
Ohio
$2K +$3.3K +119 New
FDCDDQ
419
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.43K -$112K -4,025 -98%
RCAG
420
Rehmann Capital Advisory Group
Michigan
$1.2K – – –
VFA
421
Valeo Financial Advisors
Indiana
$1K – – –
PWMG
422
Prestige Wealth Management Group
New Jersey
$1K +$1.61K +58 New
BCA
423
Berman Capital Advisors
Georgia
$1K +$2.49K +90 New
RWM
424
Raffa Wealth Management
District of Columbia
$684 – – –
AL
425
Appaloosa LP
New Jersey
– -$154M -3,903,000 Closed