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Name Holding Trade Value Shares
Change
Change in
Stake
NC
651
NewSquare Capital
Pennsylvania
$1.98K – – –
SIC
652
SJS Investment Consulting
Ohio
$1.89K +$1.28K +15 +250%
EBA
653
Eagle Bay Advisors
New York
$1.89K – – –
RTL
654
Red Tortoise LLC
Georgia
$1.8K – – –
DI
655
Disciplined Investments
Oklahoma
$1.71K -$86 -1 -5%
CFO
656
CVA Family Office
Colorado
$1.53K – – –
FSWA
657
Financial Synergies Wealth Advisors
Texas
$1.35K -$428 -5 -25%
DWA
658
Delos Wealth Advisors
Texas
$1.35K – – –
WAS
659
Winch Advisory Services
Wisconsin
$1K – – –
FWM
660
Focused Wealth Management
New York
$719 – – –
TCA
661
Trifecta Capital Advisors
Illinois
$719 – – –
2L
662
25 LLC
Missouri
$559 – – –
CA
663
Crewe Advisors
Utah
$450 +$428 +5 New
TAM
664
Tucker Asset Management
Colorado
$449 – – –
TWD
665
True Wealth Design
Ohio
$360 – – –
TFM
666
TFC Financial Management
Massachusetts
$360 +$343 +4 New
NSIM
667
North Star Investment Management
Illinois
$359 – – –
M
668
MOTCO
Texas
$270 +$257 +3 New
CTWM
669
Cherry Tree Wealth Management
Minnesota
$180 +$171 +2 New
Kayne Anderson Rudnick Investment Management
670
Kayne Anderson Rudnick Investment Management
California
$90 – – –
IPW
671
Impact Partnership Wealth
Georgia
$90 +$86 +1 New
HS
672
Horan Securities
United States
$4 – – –
Alyeska Investment Group
673
Alyeska Investment Group
Illinois
– -$32.1M -409,556 Closed
Two Sigma Advisers
674
Two Sigma Advisers
New York
– -$12.3M -156,500 Closed
GHA
675
GW Henssler & Associates
Georgia
– -$8.41M -107,345 Closed