We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
201
Mascoma Wealth Management
New Hampshire
$61K – – –
RCG
202
Ruggie Capital Group
Florida
$61K – – –
PFBT
203
Parkside Financial Bank & Trust
Missouri
$54K +$1.57K +61 +4%
GWM
204
Geneos Wealth Management
Colorado
$53K -$6.82K -265 -13%
TF
205
Tompkins Financial
New York
$41K – – –
AOWM
206
Alpha Omega Wealth Management
Virginia
$30K – – –
SWA
207
Sutton Wealth Advisors
Florida
$28.1K +$13.1K +509 +122%
Envestnet Asset Management
208
Envestnet Asset Management
Illinois
$28K +$23.8K +926 New
MWM
209
MinichMacGregor Wealth Management
New York
$15K +$1K +39 +9%
FPFS
210
First Personal Financial Services
North Carolina
$9K +$7.41K +288 New
QCG
211
Quadrant Capital Group
Ohio
$6K +$3.24K +126 +106%
GAM
212
Gemmer Asset Management
California
$3K – – –
PA
213
Parallel Advisors
California
$2K -$257 -10 -11%
HMS
214
Hanseatic Management Services
New Mexico
$2K – – –
TWA
215
TCI Wealth Advisors
Arizona
$2K – – –
WAM
216
Wealthspire Advisors (Maryland)
Maryland
$1K +$772 +30 New
SEI Investments
217
SEI Investments
Pennsylvania
$1K +$1.21K +47 New
Point72 Asset Management
218
Point72 Asset Management
Connecticut
– -$7.63M -351,900 Closed
LOAMU
219
Lombard Odier Asset Management (USA)
New York
– -$2.71M -125,000 Closed
Connor, Clark & Lunn Investment Management (CC&L)
220
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.65M -76,075 Closed
EGM
221
Engineers Gate Manager
New York
– -$1.38M -63,438 Closed
Susquehanna International Group
222
Susquehanna International Group
Pennsylvania
– -$1.43M -55,455 Closed
CEP
223
Chicago Equity Partners
Illinois
– -$1.04M -47,830 Closed
QC
224
Quadrature Capital
United Kingdom
– -$1.02M -47,100 Closed
CIP
225
Convergence Investment Partners
Florida
– -$1.01M -46,446 Closed