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Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
526
Verition Fund Management
Connecticut
$249K -$2.44M -25,710 -91%
TPCW
527
TD Private Client Wealth
New York
$247K -$28.8K -303 -10%
VIM
528
VELA Investment Management
Ohio
$246K -$205K -2,157 -45%
BFS
529
Bradley Foster & Sargent
Connecticut
$246K -$49.9K -525 -17%
SW
530
SVB Wealth
Massachusetts
$243K +$248K +2,609 New
SCM
531
SKBA Capital Management
California
$242K
FA
532
FDx Advisors
Illinois
$241K -$55.9K -588 -19%
PTP
533
Platform Technology Partners
New York
$240K -$33.6K -353 -12%
FFS
534
Founders Financial Securities
Maryland
$239K -$1.24K -13 -0.5%
CIM
535
CIM Investment Management
Pennsylvania
$236K -$5.89K -62 -2%
FPCP
536
Fort Point Capital Partners
California
$236K -$27.3K -287 -10%
IFWM
537
Institute for Wealth Management
Colorado
$234K +$239K +2,517 New
MBT
538
Montecito Bank & Trust
California
$232K +$237K +2,492 New
SS
539
Simplicity Solutions
Minnesota
$231K +$236K +2,481 New
CGL
540
Clarius Group LLC
Washington
$229K +$234K +2,458 New
IEFM
541
IQ EQ Fund Management
Ireland
$228K +$232K +2,446 New
MIM
542
Marco Investment Management
Georgia
$228K +$232K +2,446 New
SP
543
Symmetry Partners
Connecticut
$227K +$232K +2,438 New
CA
544
Cetera Advisors
Colorado
$227K +$232K +2,437 New
NCM
545
Neumann Capital Management
California
$225K +$230K +2,420 New
RWA
546
Ropes Wealth Advisors
Massachusetts
$225K +$230K +2,418 New
QCG
547
Quadrant Capital Group
Ohio
$223K +$83.2K +875 +58%
RSA
548
River Street Advisors
Illinois
$222K +$227K +2,389 New
PCM
549
Prelude Capital Management
New York
$218K +$223K +2,344 New
SFI
550
Siemens Fonds Invest
Germany
$216K -$51.8K -545 -19%