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Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$24K +$4.99K +300 +25%
SFG
202
SevenBridge Financial Group
Pennsylvania
$21K
IA
203
IFP Advisors
Florida
$21K +$8.44K +508 +61%
FWM
204
Focused Wealth Management
New York
$21K +$21.6K +1,300 New
JP Morgan Chase
205
JP Morgan Chase
New York
$20K +$20.9K +1,256 New
AIM
206
ARK Investment Management
Florida
$19K +$20.2K +1,216 New
WCBA
207
Weaver C. Barksdale & Associates
Tennessee
$16K +$2.11K +127 +14%
AIS
208
Accurate Investment Solutions
Pennsylvania
$15K
PHK
209
Point72 Hong Kong
Hong Kong
$13K +$13.8K +832 New
GAM
210
Gemmer Asset Management
California
$8K
PFBT
211
Parkside Financial Bank & Trust
Missouri
$8K
PG
212
PEAK6 Group
Illinois
$7K +$7.08K +426 New
GWM
213
Geneos Wealth Management
Colorado
$6K
AA
214
Ancora Advisors
Ohio
$6K +$6.65K +400 New
TDC
215
Thompson Davis & Co
Virginia
$5K
GRP
216
Global Retirement Partners
California
$5K +$4.72K +284 New
TWA
217
TCI Wealth Advisors
Arizona
$4K -$2.39K -144 -34%
QCG
218
Quadrant Capital Group
Ohio
$4K
CPA
219
Clear Perspective Advisors
Illinois
$4K +$3.72K +224 New
CFG
220
Citizens Financial Group
Rhode Island
$3K
DIA
221
Davidson Investment Advisors
Montana
$3K
EWM
222
Evercore Wealth Management
New York
$3K
BTIS
223
BB&T Investment Services
North Carolina
$3K +$2.94K +177 New
Creative Planning
224
Creative Planning
Kansas
$2K -$29.9K -1,800 -93%
WA
225
Winfield Associates
Ohio
$2K