Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
201
Heritage Wealth Management (Arizona)
Arizona
$6K – – –
PFBT
202
Parkside Financial Bank & Trust
Missouri
$6K – – –
EDRH
203
Edmond de Rothschild Holding
Switzerland
$5K -$1.62K -42 -22%
VCM
204
Versant Capital Management
Arizona
$4K +$385 +10 +9%
KFP
205
KB Financial Partners
New Jersey
$3K – – –
MPWT
206
MassMutual Private Wealth & Trust
Connecticut
$3K – – –
SPIA
207
Steward Partners Investment Advisory
New York
$3K – – –
IA
208
IFP Advisors
Florida
$2K – – –
Pacer Advisors
209
Pacer Advisors
Pennsylvania
$2K – – –
RA
210
Rise Advisors
New York
$2K – – –
TWA
211
TCI Wealth Advisors
Arizona
$2K +$154 +4 +6%
JWA
212
JFS Wealth Advisors
Pennsylvania
$2K +$463 +12 +34%
LC
213
Lindbrook Capital
California
$2K +$1.31K +34 +106%
FMII
214
Farmers & Merchants Investments Inc
Nebraska
$2K +$1.62K +42 New
RCM
215
Raleigh Capital Management
North Carolina
$2K +$1.81K +47 New
BIA
216
Bell Investment Advisors
California
$1K – – –
SC
217
Schubert & Co
Texas
$1K +$424 +11 +41%
Holocene Advisors
218
Holocene Advisors
New York
– -$2.05M -56,267 Closed
WB
219
WesBanco Bank
West Virginia
– -$1.57M -42,969 Closed
CSS
220
Cubist Systematic Strategies
Connecticut
– -$808K -22,128 Closed
OQS
221
Occudo Quantitative Strategies
Florida
– -$638K -17,481 Closed
Janus Henderson Group
222
Janus Henderson Group
– -$467K -12,812 Closed
ASN
223
Advisory Services Network
Georgia
– -$445K -12,206 Closed
Baird Financial Group
224
Baird Financial Group
Wisconsin
– -$339K -9,293 Closed
DTL
225
Dynamic Technology Lab
Singapore
– -$288K -7,890 Closed