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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
201
SOA Wealth Advisors
New York
$859 – – –
Ameritas Advisory Services
202
Ameritas Advisory Services
Nebraska
$756 -$686 -173 -53%
Harbour Investments
203
Harbour Investments
Wisconsin
$488 – – –
KFA
204
Kelleher Financial Advisors
New York
$488 +$397 +100 New
KFP
205
Kerr Financial Planning
California
$424 +$397 +100 New
CB
206
Community Bank
New York
$405 – – –
GA
207
Guerra Advisors
Florida
$224 +$182 +46 New
Huntington National Bank
208
Huntington National Bank
Ohio
$171 -$8.35K -2,105 -98%
RIL
209
Rothschild Investment LLC
Illinois
$146 – – –
CWP
210
Concord Wealth Partners
Virginia
$122 – – –
RF
211
Robbins Farley
New Hampshire
$122 – – –
Wealthspire Advisors (New York)
212
Wealthspire Advisors (New York)
New York
$79 +$63 +16 New
Blue Trust Inc
213
Blue Trust Inc
Georgia
$73 – – –
RhumbLine Advisers
214
RhumbLine Advisers
Massachusetts
$73 – – –
SWIM
215
Smallwood Wealth Investment Management
New Jersey
$53 – – –
CPG
216
Cornerstone Planning Group
New Jersey
$48 – – –
TC
217
Truvestments Capital
Florida
$33 – – –
AA
218
Addison Advisors
Vermont
$25 – – –
AF
219
Advisornet Financial
Minnesota
$5 – – –
HC
220
Hurley Capital
New York
$5 – – –
Arrowstreet Capital
221
Arrowstreet Capital
Massachusetts
– -$12.8M -2,788,921 Closed
UBS AM
222
UBS AM
Illinois
– -$2.81M -613,009 Closed
VF
223
Virtu Financial
New York
– -$2.09M -456,058 Closed
Alberta Investment Management Corp (AIMCo)
224
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$1.85M -401,900 Closed
GTS Securities
225
GTS Securities
Florida
– -$1.17M -254,755 Closed