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Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
201
MassMutual Private Wealth & Trust
Connecticut
$3.07K +$1.2K +37 +67%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$2.9K -$1.01K -31 -26%
GRP
203
Global Retirement Partners
California
$2.17K – – –
S
204
SignatureFD
Georgia
$2.13K -$553 -17 -21%
PS
205
Principal Securities
Iowa
$2K +$618 +19 +46%
GIM
206
Gold Investment Management
Alberta, Canada
$1.67K – – –
BTI
207
Blue Trust Inc
Georgia
$1.63K -$9.18K -282 -85%
FFA
208
Frazier Financial Advisors
Ohio
$1.3K – – –
FMII
209
Farmers & Merchants Investments Inc
Nebraska
$1.13K – – –
AW
210
Avion Wealth
Texas
$1K +$521 +16 New
AWM
211
Abound Wealth Management
Tennessee
$934 +$911 +28 New
FFA
212
Farther Finance Advisors
California
$825 – – –
FFO
213
Fortitude Family Office
Arizona
$767 – – –
FCAS
214
First Command Advisory Services
Texas
$667 +$651 +20 New
CFD
215
Creative Financial Designs
Indiana
$567 – – –
JWA
216
JFS Wealth Advisors
Pennsylvania
$367 +$65 +2 +22%
PFBT
217
Parkside Financial Bank & Trust
Missouri
$300 – – –
AWM
218
Avior Wealth Management
Nebraska
$299 +$293 +9 New
SIC
219
SJS Investment Consulting
Ohio
$200 +$33 +1 +20%
DPW
220
DiNuzzo Private Wealth
Pennsylvania
$134 -$33 -1 -20%
HNB
221
Huntington National Bank
Ohio
$67 – – –
Skandinaviska Enskilda Banken (SEB)
222
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$782K -22,100 Closed
TI
223
Trexquant Investment
Connecticut
– -$740K -20,916 Closed
OSAM
224
O'Shaughnessy Asset Management
Connecticut
– -$717K -20,247 Closed
RWM
225
Ritholtz Wealth Management
New York
– -$525K -14,841 Closed