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Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
326
TD Private Client Wealth
New York
$983
AF
327
Advisornet Financial
Minnesota
$983 +$978 +2 New
CFB
328
Cullen/Frost Bankers
Texas
$983 +$978 +2 New
GWM
329
Geneos Wealth Management
Colorado
$983 +$978 +2 New
HNB
330
Huntington National Bank
Ohio
$492 -$1.47K -3 -75%
HI
331
Harbour Investments
Wisconsin
$492 -$978 -2 -67%
HCP
332
Hexagon Capital Partners
Arkansas
$492 -$489 -1 -50%
AWM
333
Abound Wealth Management
Tennessee
$492
FSWA
334
Financial Synergies Wealth Advisors
Texas
$492
TWD
335
True Wealth Design
Ohio
$492
BCM
336
Bourgeon Capital Management
Connecticut
$492 +$489 +1 New
FFA
337
Farther Finance Advisors
California
$492 +$489 +1 New
GJIA
338
Glass Jacobson Investment Advisors
Maryland
$492 +$489 +1 New
Jones Financial Companies
339
Jones Financial Companies
Missouri
$492 +$489 +1 New
AWM
340
Avior Wealth Management
Nebraska
$491
PCTC
341
Perkins Coie Trust Company
Washington
$491 +$489 +1 New
FCM
342
Farallon Capital Management
California
-$62.7M -161,000 Closed
ACP
343
Acuta Capital Partners
California
-$4.9M -12,568 Closed
CANY
344
Caxton Associates (New York)
New York
-$4.68M -12,000 Closed
WJWM
345
Williams Jones Wealth Management
New York
-$3.95M -10,133 Closed
IECM
346
Intrinsic Edge Capital Management
Illinois
-$1.95M -5,000 Closed
SGH
347
Sivik Global Healthcare
Connecticut
-$1.17M -3,000 Closed
SCA
348
Sassicaia Capital Advisers
New York
-$974K -2,500 Closed
SIS
349
Susquehanna International Securities
Ireland
-$846K -2,170 Closed
DZ Bank
350
DZ Bank
Germany
-$500K -1,283 Closed