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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
326
Focused Wealth Management
New York
$6K – – –
PSIWM
327
Paradigm Strategies in Wealth Management
Minnesota
$6K – – –
PWMG
328
Prestige Wealth Management Group
New Jersey
$6K – – –
IA
329
IFP Advisors
Florida
$6K +$4.64K +71 +323%
EARNEST Partners
330
EARNEST Partners
Georgia
$5K – – –
S
331
SignatureFD
Georgia
$5K +$2.88K +44 +147%
WWMSC
332
Wagner Wealth Management (South Carolina)
South Carolina
$5K +$4.9K +75 New
PMFA
333
Plante Moran Financial Advisors
Michigan
$4K -$3.33K -51 -44%
CFA
334
Carroll Financial Associates
North Carolina
$4K – – –
PA
335
Perennial Advisors
New York
$4K +$981 +15 +30%
MPWT
336
MassMutual Private Wealth & Trust
Connecticut
$4K +$1.9K +29 +104%
CI
337
CX Institutional
Indiana
$4K +$2.29K +35 +121%
PFBT
338
Parkside Financial Bank & Trust
Missouri
$3K -$19.2K -294 -86%
APWA
339
Atlas Private Wealth Advisors
New Jersey
$3K -$1.9K -29 -40%
VNA
340
Valley National Advisers
Pennsylvania
$3K – – –
TFA
341
Toth Financial Advisory
Virginia
$2K – – –
CFGS
342
Concourse Financial Group Securities
Alabama
$2K +$1.05K +16 +100%
HIA
343
Harbor Investment Advisory
Maryland
$1K – – –
SWG
344
Summit Wealth Group
Vermont
$1K – – –
VCM
345
Versant Capital Management
Arizona
$1K – – –
FMP
346
Financial Management Professionals
Texas
$1K +$981 +15 New
ATC
347
Adirondack Trust Company
New York
$1K +$1.05K +16 New
TPCW
348
TD Private Client Wealth
New York
$570 – – –
OCAM
349
Owl Creek Asset Management
New York
– -$55.9M -871,800 Closed
TCIM
350
TOMS Capital Investment Management
New York
– -$43.7M -681,900 Closed