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Name Holding Trade Value Shares
Change
Change in
Stake
GAMMA Investing
201
GAMMA Investing
California
$1K +$1.04K +73 New
AW
202
Avion Wealth
Texas
$1K – – –
NMM
203
Naples Money Management
Florida
$811 +$780 +55 New
HCM
204
Highlander Capital Management
New Jersey
$737 -$6.38K -450 -90%
GWS
205
Glassman Wealth Services
Virginia
$693 +$667 +47 New
IFAM
206
Institutional & Family Asset Management
Colorado
$486 – – –
FFA
207
Frazier Financial Advisors
Ohio
$413 +$397 +28 New
AWM
208
Abound Wealth Management
Tennessee
$222 – – –
JWA
209
JFS Wealth Advisors
Pennsylvania
$118 +$85 +6 +300%
SIS
210
Strategic Investment Solutions
Illinois
$74 -$4.4K -310 -98%
Farther Finance Advisors
211
Farther Finance Advisors
California
$74 – – –
PCWA
212
Pacific Capital Wealth Advisors
California
$74 +$71 +5 New
SIC
213
SJS Investment Consulting
Ohio
$45 – – –
AF
214
Advisornet Financial
Minnesota
$15 -$14 -1 -50%
Huntington National Bank
215
Huntington National Bank
Ohio
$15 – – –
SSB
216
Sandy Spring Bank
Maryland
$15 – – –
DPW
217
DiNuzzo Private Wealth
Pennsylvania
$15 +$14 +1 New
SM
218
Sunriver Management
Connecticut
– -$25.7M -1,725,712 Closed
LCG
219
Luxor Capital Group
New York
– -$15.1M -1,008,834 Closed
Hudson Bay Capital Management
220
Hudson Bay Capital Management
Connecticut
– -$6.71M -450,000 Closed
CP
221
CenterBook Partners
Connecticut
– -$5.47M -366,874 Closed
Putnam Investments
222
Putnam Investments
Massachusetts
– -$4.39M -294,184 Closed
Laurion Capital Management
223
Laurion Capital Management
New York
– -$3.98M -266,820 Closed
Tudor Investment Corp
224
Tudor Investment Corp
Connecticut
– -$3.54M -249,543 Closed
ARAM
225
Ardmore Road Asset Management
New York
– -$3.55M -238,000 Closed