Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
EverSource Wealth Advisors
Alabama
$955 – – –
DPW
202
DiNuzzo Private Wealth
Pennsylvania
$789 -$483 -6 -40%
AF
203
Allworth Financial
California
$789 -$241 -3 -25%
AWM
204
Abound Wealth Management
Tennessee
$526 – – –
AWM
205
Avior Wealth Management
Nebraska
$525 +$483 +6 New
A
206
AlphaQuest
New York
$263 +$241 +3 New
RIL
207
Rothschild Investment LLC
Illinois
$263 +$241 +3 New
TFM
208
TFC Financial Management
Massachusetts
$263 +$241 +3 New
QC
209
Quadrature Capital
United Kingdom
– -$887K -10,764 Closed
CWP
210
Curated Wealth Partners
California
– -$687K -8,541 Closed
RA
211
Royce & Associates
New York
– -$538K -6,531 Closed
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
– -$493K -5,988 Closed
Qube Research & Technologies (QRT)
213
Qube Research & Technologies (QRT)
United Kingdom
– -$329K -3,990 Closed
SW
214
SkyOak Wealth
Michigan
– -$325K -3,948 Closed
SPS
215
Susquehanna Portfolio Strategies
Pennsylvania
– -$300K -3,642 Closed
ACM
216
Aquatic Capital Management
Illinois
– -$49K -600 Closed
IUHSA
217
Itau Unibanco Holding S.A.
Brazil
– -$2.47K -30 Closed
GWS
218
Glassman Wealth Services
Virginia
– -$1.24K -15 Closed
AF
219
Advisornet Financial
Minnesota
– -$989 -12 Closed
AW
220
Avion Wealth
Texas
– -$1K -9 Closed
BTI
221
Blue Trust Inc
Georgia
– -$1K -9 Closed
FGAM
222
Financial Gravity Asset Management
Texas
– -$568 -6 Closed
PA
223
Pineridge Advisors
Missouri
– -$494 -6 Closed