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Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
601
North Star Investment Management
Illinois
$4K +$3.99K +250 New
WWM
602
Willingdon Wealth Management
North Carolina
$4K +$3.99K +250 New
RCAG
603
Rehmann Capital Advisory Group
Michigan
$3.36K
EWA
604
Evolution Wealth Advisors
Florida
$3K
PFGIA
605
Patriot Financial Group Insurance Agency
Massachusetts
$3K
SFA
606
Semmax Financial Advisors
North Carolina
$3K
WAS
607
Winch Advisory Services
Wisconsin
$3K
VCM
608
Versant Capital Management
Arizona
$3K +$797 +50 +33%
BWM
609
Baystate Wealth Management
Massachusetts
$3K +$1.59K +100 +100%
DAM
610
Delta Asset Management
Tennessee
$3K +$3.19K +200 New
JWA
611
JFS Wealth Advisors
Pennsylvania
$3K +$3.19K +200 New
RWM
612
Raffa Wealth Management
District of Columbia
$2.52K +$2.39K +150 New
BWP
613
Baldwin Wealth Partners
Massachusetts
$2K -$191K -11,950 -99%
AAP
614
Arax Advisory Partners
Colorado
$2K
CT
615
Clearstead Trust
Maine
$2K
FCH
616
Freestone Capital Holdings
Washington
$1.32K +$31.1K +1,950 +3%
GGHC
617
Gilder Gagnon Howe & Co
New York
$1K -$24.7K -1,550 -97%
FWM
618
Focused Wealth Management
New York
$1K
GWMIA
619
Global Wealth Management Investment Advisory
Florida
$1K
EI
620
Ellevest Inc
New York
$1K +$797 +50 New
PWP
621
Personal Wealth Partners
Minnesota
$1K +$797 +50 New
GT
622
Glenmede Trust
Pennsylvania
$995 +$1.59K +100 +0.2%
UB
623
UMB Bank
Missouri
$634
Two Sigma Investments
624
Two Sigma Investments
New York
-$75.7M -4,746,100 Closed
USAA
625
United Services Automobile Association
Texas
-$67.1M -4,575,700 Closed