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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
301
Wealthspire Advisors (Maryland)
Maryland
$20K -$1.61K -85 -7%
JWA
302
JFS Wealth Advisors
Pennsylvania
$20K
VCM
303
Vigilant Capital Management
Maine
$17K -$17.7K -935 -50%
FPB
304
First PREMIER Bank
South Dakota
$16K
PHK
305
Point72 Hong Kong
Hong Kong
$12K -$176K -9,284 -94%
Fifth Third Bancorp
306
Fifth Third Bancorp
Ohio
$12K -$1.36K -72 -10%
CHP
307
Cable Hill Partners
Oregon
$12K +$5.11K +270 +70%
FMA
308
FNY Managed Accounts
New York
$11K +$11.6K +612 New
BIG
309
Bellwether Investment Group
Tennessee
$10K
HS
310
Horan Securities
United States
$10K +$10.7K +565 New
BFEC
311
Benjamin F. Edwards & Company
Missouri
$9K +$9.45K +500 New
GWM
312
Geneos Wealth Management
Colorado
$8K
PA
313
Parallel Advisors
California
$8K +$7.36K +389 +1,111%
CAM
314
Close Asset Management
United Kingdom
$8K +$8.04K +425 New
YWP
315
YorkBridge Wealth Partners
New York
$7K -$5.67K -300 -45%
QCG
316
Quadrant Capital Group
Ohio
$7K +$8.36K +442 New
WEC
317
Winslow Evans & Crocker
Massachusetts
$6.49K
BWM
318
Baystate Wealth Management
Massachusetts
$5K
WC
319
Whitnell & Co
Illinois
$5K
CPA
320
Cowen Prime Advisors
New York
$4K
PCP
321
Proficio Capital Partners
Massachusetts
$4K +$2.38K +126 +120%
DBT
322
Dubuque Bank & Trust
Iowa
$4K +$3.71K +196 New
OFW
323
Omnia Family Wealth
Florida
$4K +$4.25K +225 New
GT
324
Glenmede Trust
Pennsylvania
$4K +$5.05K +267 New
NFG
325
Next Financial Group
Texas
$3K