We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
301
Edge Wealth Management
New York
$1K – – –
FWM
302
Focused Wealth Management
New York
$1K – – –
PFGIA
303
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
TPWA
304
TRUE Private Wealth Advisors
Oregon
$1K – – –
TC
305
Trust Company
Kansas
$1K – – –
Ancora Advisors
306
Ancora Advisors
Ohio
$1K +$383 +22 New
Jones Financial Companies
307
Jones Financial Companies
Missouri
$1K +$418 +24 New
AWM
308
Accel Wealth Management
Iowa
$1K +$574 +33 New
Arax Advisory Partners
309
Arax Advisory Partners
Colorado
$1K +$574 +33 New
RPWA
310
Regent Peak Wealth Advisors
Georgia
$1K +$627 +36 New
SN
311
Sittner & Nelson
Oregon
$1K +$766 +44 New
RA
312
Reby Advisors
Connecticut
$1K +$957 +55 New
HR
313
Howe & Rusling
New York
$1K +$1.13K +65 New
CT
314
Caldwell Trust
Florida
$622 – – –
RWM
315
Raffa Wealth Management
District of Columbia
$530 – – –
KFS
316
Kelly Financial Services
Massachusetts
$484 – – –
WIM
317
Westside Investment Management
California
$11 – – –
TI
318
tru Independence
Oregon
$8 +$6.13K +352 New
LPC
319
Lion Point Capital
New York
– -$19.8M -1,698,382 Closed
Balyasny Asset Management
320
Balyasny Asset Management
Illinois
– -$8.74M -751,389 Closed
BCM
321
Brightline Capital Management
Florida
– -$7.91M -680,000 Closed
Jupiter Asset Management
322
Jupiter Asset Management
United Kingdom
– -$7.17M -616,042 Closed
DA
323
Duality Advisers
Florida
– -$6.51M -559,700 Closed
Neuberger Berman Group
324
Neuberger Berman Group
New York
– -$5.9M -507,502 Closed
Jefferies Group
325
Jefferies Group
New York
– -$1.16M -100,000 Closed