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Name Holding Trade Value Shares
Change
Change in
Stake
MCA
351
Mercer Capital Advisers
New Jersey
$10K – – –
WTB
352
Washington Trust Bank
Washington
$10K – – –
UBS AM
353
UBS AM
Illinois
$9.65K +$3.81K +88 +69%
SIM
354
Sonora Investment Management
Arizona
$9K – – –
RWP
355
RWA Wealth Partners
Massachusetts
$8K – – –
PMFA
356
Plante Moran Financial Advisors
Michigan
$7K -$44.2K -1,021 -87%
GAM
357
Gemmer Asset Management
California
$7K -$260 -6 -4%
LWM
358
Lenox Wealth Management
Ohio
$7K +$6.58K +152 New
HMS
359
Hanseatic Management Services
New Mexico
$6K – – –
MYIA
360
Mount Yale Investment Advisors
Colorado
$6K – – –
WEC
361
Winslow Evans & Crocker
Massachusetts
$6K – – –
CS
362
Credential Securities
$5K – – –
GFP
363
Gryphon Financial Partners
Ohio
$5K – – –
SFSIG
364
San Francisco Sentry Investment Group
California
$5K – – –
SWMG
365
Signature Wealth Management Group
Georgia
$5K – – –
VFA
366
Valeo Financial Advisors
Indiana
$5K +$4.85K +112 New
DWM
367
Destination Wealth Management
California
$4K – – –
WC
368
Whitnell & Co
Illinois
$4K – – –
SMG
369
Spectrum Management Group
Indiana
$4K +$3.5K +81 New
IFAM
370
Institutional & Family Asset Management
Colorado
$3K – – –
WIM
371
Westside Investment Management
California
$2.04K – – –
JCM
372
Jacobi Capital Management
Pennsylvania
$2K – – –
IAS
373
INR Advisory Services
Pennsylvania
$2K +$1.69K +39 New
AF
374
Allworth Financial
California
$1K +$1.3K +30 New
Citadel Advisors
375
Citadel Advisors
Florida
– -$44.8M -1,035,379 Closed