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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
151
Worth Asset Management
Texas
$2.28K
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.91K +129 +358%
KFI
153
Key Financial Inc
Pennsylvania
$1.97K
PI
154
PineBridge Investments
New York
$1.14K
CT
155
Colonial Trust
South Carolina
$902 +$1.17K +79 New
AF
156
Allworth Financial
California
$685 +$889 +60 New
BAAM
157
Baker Avenue Asset Management
California
$479 +$622 +42 New
DFCM
158
Dark Forest Capital Management
Puerto Rico
$354 +$459 +31 New
LC
159
Lindbrook Capital
California
$240 -$3.39K -229 -92%
CM
160
Cornerstone Management
Georgia
$172
NA
161
NewEdge Advisors
Louisiana
$161 +$904 +61 New
QCG
162
Quadrant Capital Group
Ohio
$114 -$1.3K -88 -90%
NC
163
NewSquare Capital
Pennsylvania
$114 +$148 +10 New
HNB
164
Huntington National Bank
Ohio
$23
ClearBridge Investments
165
ClearBridge Investments
New York
-$28.3M -1,664,147 Closed
CCA
166
Conestoga Capital Advisors
Pennsylvania
-$9.88M -580,533 Closed
FLAM
167
First Light Asset Management
Minnesota
-$9.36M -549,797 Closed
EAM
168
Eagle Asset Management
Florida
-$4.61M -270,622 Closed
FG
169
Formula Growth
Quebec, Canada
-$2.68M -157,681 Closed
OQS
170
Occudo Quantitative Strategies
Florida
-$1.73M -101,471 Closed
Comerica Bank
171
Comerica Bank
Texas
-$1.64M -94,845 Closed
SSA
172
Schonfeld Strategic Advisors
New York
-$1.35M -79,599 Closed
LOAMS
173
Lombard Odier Asset Management (Switzerland)
Switzerland
-$1.22M -71,523 Closed
SBH
174
Segall Bryant & Hamill
Illinois
-$1.14M -67,317 Closed
PCM
175
Perkins Capital Management
Minnesota
-$969K -56,942 Closed