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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
201
Versant Capital Management
Arizona
$47K -$32.1K -1,265 -37%
GWM
202
Geneos Wealth Management
Colorado
$44K +$19.8K +781 +63%
MWM
203
Mascoma Wealth Management
New Hampshire
$43K – – –
RCG
204
Ruggie Capital Group
Florida
$43K +$50.7K +2,000 New
PFBT
205
Parkside Financial Bank & Trust
Missouri
$37K – – –
TF
206
Tompkins Financial
New York
$29K – – –
AIM
207
Acrospire Investment Management
Illinois
$25K -$70.6K -2,785 -71%
IR
208
Invictus RG
Bermuda
$23K -$352K -13,895 -93%
AOWM
209
Alpha Omega Wealth Management
Virginia
$22K – – –
PCM
210
Prelude Capital Management
New York
$22K +$2.53K +100 +11%
PHK
211
Point72 Hong Kong
Hong Kong
$10K +$11.1K +440 New
SWA
212
Sutton Wealth Advisors
Florida
$9.07K – – –
MWM
213
MinichMacGregor Wealth Management
New York
$9K +$11.6K +457 New
Walleye Trading
214
Walleye Trading
New York
$7K -$155K -6,100 -95%
GT
215
Glenmede Trust
Pennsylvania
$5K – – –
CCS
216
Crosspoint Capital Strategies
California
$5K +$6.36K +251 New
GAM
217
Gemmer Asset Management
California
$2K – – –
QCG
218
Quadrant Capital Group
Ohio
$2K – – –
PA
219
Parallel Advisors
California
$2K +$253 +10 +12%
HMS
220
Hanseatic Management Services
New Mexico
$2K +$1.93K +76 New
TWA
221
TCI Wealth Advisors
Arizona
$1K – – –
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.32K +52 New
Victory Capital Management
223
Victory Capital Management
Texas
– -$33.7M -1,503,970 Closed
AI
224
Ariel Investments
Illinois
– -$7.25M -323,510 Closed
Axa
225
Axa
France
– -$4.41M -196,688 Closed