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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
201
Glassman Wealth Services
Virginia
$13K
AWM
202
Apollon Wealth Management
South Carolina
$13K +$12K +200 New
PCM
203
Penserra Capital Management
California
$12K +$481 +8 +4%
FPB
204
First PREMIER Bank
South Dakota
$11K
QCG
205
Quadrant Capital Group
Ohio
$10K -$76.3K -1,270 -89%
PA
206
Parallel Advisors
California
$8K -$661 -11 -8%
ETI
207
Enterprise Trust & Investment
California
$8K
OPS
208
Orion Portfolio Solutions
Nebraska
$6K +$6.01K +100 New
BL
209
Balentine LLC
Georgia
$5K -$5.41K -90 -53%
CFFP
210
Center for Financial Planning
Michigan
$5K
HDIM
211
Hanson & Doremus Investment Management
Vermont
$4K
LWM
212
Lenox Wealth Management
Ohio
$4K
LWANC
213
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
SFS
214
Sowell Financial Services
Arkansas
$3K +$3K +50 New
EFSCE
215
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$541 -9 -26%
PWMG
216
Prestige Wealth Management Group
New Jersey
$2K
LC
217
Lindbrook Capital
California
$2K +$1.56K +26 New
CAN
218
Cetera Advisor Networks
California
$2K +$2.28K +38 New
BWM
219
Baystate Wealth Management
Massachusetts
$1K -$60 -1 -9%
AF
220
Allworth Financial
California
$1K
CFG
221
Citizens Financial Group
Rhode Island
$1K
EW
222
Evoke Wealth
California
$1K
CWC
223
Carolinas Wealth Consulting
North Carolina
$1K +$1.26K +21 New
Point72 Asset Management
224
Point72 Asset Management
Connecticut
-$18.3M -396,803 Closed
Schroder Investment Management Group
225
Schroder Investment Management Group
United Kingdom
-$10.2M -215,372 Closed