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Name Holding Trade Value Shares
Change
Change in
Stake
CI
301
CX Institutional
Indiana
$1K
GWP
302
Gen-Wealth Partners
Michigan
$880
HFS
303
Hughes Financial Services
Virginia
$708 +$649 +68 New
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$704 +$391 +41 +152%
RWM
305
Raffa Wealth Management
District of Columbia
$611
LFG
306
Larson Financial Group
Missouri
$445 +$76 +8 +23%
BIA
307
Bell Investment Advisors
California
$394 -$382 -40 -51%
GSWM
308
Golden State Wealth Management
California
$362 -$200 -21 -38%
CIA
309
Cape Investment Advisory
Georgia
$259
FCAS
310
First Command Advisory Services
Texas
$217 +$200 +21 New
MYIA
311
Mount Yale Investment Advisors
Colorado
$136 +$124 +13 New
HI
312
Harbour Investments
Wisconsin
$135
FFO
313
Fortitude Family Office
Arizona
$135 +$124 +13 New
RWM
314
Rialto Wealth Management
New York
$21 +$19 +2 New
HIA
315
HFM Investment Advisors
New Jersey
$10 -$10 -1 -50%
BHWM
316
Bay Harbor Wealth Management
Maryland
$10 +$10 +1 New
CC
317
Conversant Capital
New Jersey
-$10.6M -1,200,000 Closed
AFM
318
Anson Funds Management
Texas
-$5.38M -610,371 Closed
TC
319
TwinBeech Capital
New York
-$4.15M -470,575 Closed
SA
320
Sanctuary Advisors
Indiana
-$2.43M -275,084 Closed
QT
321
Quantbot Technologies
New York
-$1.7M -192,895 Closed
ACM
322
AKRE Capital Management
Virginia
-$1.45M -164,740 Closed
DFCM
323
Dark Forest Capital Management
Puerto Rico
-$1.26M -143,129 Closed
EP
324
Edgestream Partners
New Jersey
-$1.05M -119,231 Closed
FRM
325
Fox Run Management
Connecticut
-$1.02M -116,153 Closed