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Name Holding Trade Value Shares
Change
Change in
Stake
HMS
251
Hanseatic Management Services
New Mexico
$9K
TVWM
252
Tower View Wealth Management
Wisconsin
$8K
PWPS
253
Pinnacle Wealth Planning Services
Ohio
$8K +$5.3K +73 New
HPC
254
HM Payson & Co
Maine
$7K +$4.72K +65 New
DI
255
Disciplined Investments
Oklahoma
$7K +$4.79K +66 New
SSB
256
Sandy Spring Bank
Maryland
$7K +$5.01K +69 New
PCG
257
Private Capital Group
Connecticut
$6K -$15K -207 -79%
FPS
258
Fieldpoint Private Securities
Connecticut
$5K +$3.27K +45 New
AF
259
Advisornet Financial
Minnesota
$5K +$3.63K +50 New
AssetMark Inc
260
AssetMark Inc
California
$4K
BC
261
Bartlett & Co
Ohio
$4K +$2.54K +35 New
BCWM
262
Bartlett & Co Wealth Management
Ohio
$3.62K +$2.54K +35 New
MAM
263
Meeder Asset Management
Ohio
$3K -$19.3K -266 -90%
TCWA
264
Ten Capital Wealth Advisors
Washington
$3K +$2.4K +33 New
S
265
SignatureFD
Georgia
$2K -$580 -8 -28%
TFO
266
Tarbox Family Office
California
$2K
BWM
267
Baystate Wealth Management
Massachusetts
$2K +$1.74K +24 New
SIS
268
Sound Income Strategies
Florida
$1K
AWA
269
Arkadios Wealth Advisors
Georgia
$1K +$726 +10 New
Kayne Anderson Rudnick Investment Management
270
Kayne Anderson Rudnick Investment Management
California
$1K +$798 +11 New
ADIM
271
Alpha DNA Investment Management
Maryland
$1K +$871 +12 New
PA
272
Parallel Advisors
California
$1K +$1.02K +14 New
Renaissance Technologies
273
Renaissance Technologies
New York
-$3.73M -67,487 Closed
Balyasny Asset Management
274
Balyasny Asset Management
Illinois
-$3.32M -60,151 Closed
TI
275
Trexquant Investment
Connecticut
-$1.46M -26,416 Closed