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Name Holding Trade Value Shares
Change
Change in
Stake
RDWM
701
Red Door Wealth Management
Tennessee
$2K
TIM
702
Tortoise Investment Management
New York
$2K
FWM
703
Focused Wealth Management
New York
$2K +$1.62K +9 New
TL
704
TrueWealth LLC
Georgia
$1K -$36.9K -205 -99%
DSC
705
Duncker Streett & Co
Missouri
$1K
FPFS
706
First Personal Financial Services
North Carolina
$1K
SL
707
Savior LLC
Massachusetts
$1K
WOC
708
West Oak Capital
California
$1K
BWA
709
BDO Wealth Advisors
Florida
$1K +$360 +2 New
SSB
710
Sandy Spring Bank
Maryland
$1K +$360 +2 New
PAI
711
Pittenger & Anderson Inc
Nebraska
$1K +$540 +3 New
TFO
712
Tarbox Family Office
California
$1K +$720 +4 New
FCH
713
Freestone Capital Holdings
Washington
$278 +$198K +1,098 New
TI
714
tru Independence
Oregon
$38 -$7.38K -41 -21%
WIM
715
Westside Investment Management
California
$11 -$3.6K -20 -31%
SI
716
Salesforce Inc
California
-$406M -2,777,777 Closed
WCM
717
Wildcat Capital Management
New York
-$31.3M -214,250 Closed
1832 Asset Management
718
1832 Asset Management
Ontario, Canada
-$20.2M -132,600 Closed
GQG Partners
719
GQG Partners
Florida
-$16.5M -112,522 Closed
WAM
720
WT Asset Management
Hong Kong
-$14.6M -100,000 Closed
CAM
721
Contour Asset Management
New York
-$14.3M -97,884 Closed
HIC
722
Hartline Investment Corp
Illinois
-$13.4M -92,045 Closed
Millennium Management
723
Millennium Management
New York
-$11.9M -81,742 Closed
Group One Trading
724
Group One Trading
Illinois
-$14.4M -80,302 Closed
FA
725
Friess Associates
Delaware
-$10.6M -72,500 Closed