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Name Holding Trade Value Shares
Change
Change in
Stake
HI
176
Human Investing
Oregon
$6K +$5.52K +1,459 New
CM
177
Castleark Management
Illinois
$5K +$4.81K +1,270 New
CA
178
Centerpoint Advisors
Massachusetts
$5K +$5.11K +1,349 New
GWM
179
Geneos Wealth Management
Colorado
$5K +$5.94K +1,569 New
TCM
180
TD Capital Management
Tennessee
$4K +$3.91K +1,032 New
EI
181
Ellevest Inc
New York
$3K +$833 +220 +35%
TFO
182
Tarbox Family Office
California
$3K +$1.3K +344 +73%
BWM
183
Baystate Wealth Management
Massachusetts
$3K +$2.46K +650 New
OPS
184
Orion Portfolio Solutions
Nebraska
$3K +$2.8K +741 +788%
QCG
185
Quadrant Capital Group
Ohio
$2K -$4.34K -1,146 -67%
PFBT
186
Parkside Financial Bank & Trust
Missouri
$2K -$227 -60 -13%
S
187
SignatureFD
Georgia
$2K +$1.87K +495 New
LWM
188
Liberty Wealth Management
California
$2K +$2.26K +597 New
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$1K -$942 -249 -62%
BBHC
190
Brown Brothers Harriman & Co
New York
$1K +$500 +132 New
AF
191
Allworth Financial
California
$1K +$674 +178 New
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
$1K +$730 +193 New
TWA
193
TCI Wealth Advisors
Arizona
$1K +$1.2K +318 New
PFGIA
194
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1.25K +329 New
BL
195
Bleichroeder LP
New York
$1K +$1.29K +340 New
OSAM
196
O'Shaughnessy Asset Management
Connecticut
$1K +$1.3K +344 New
BCM
197
Beryl Capital Management
California
-$11.6M -3,139,566 Closed
Barclays
198
Barclays
United Kingdom
-$9.98M -2,712,770 Closed
WG
199
Winton Group
United Kingdom
-$5.26M -1,429,237 Closed
Marshall Wace
200
Marshall Wace
United Kingdom
-$4.93M -1,338,566 Closed