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Name Holding Trade Value Shares
Change
Change in
Stake
CA
401
Clearstead Advisors
Ohio
$1.08K – – –
CFD
402
Creative Financial Designs
Indiana
$1.08K – – –
WT
403
Washington Trust
Rhode Island
$1.08K – – –
HNB
404
Huntington National Bank
Ohio
$1.08K +$351 +16 +47%
CIA
405
Cape Investment Advisory
Georgia
$1.08K +$1.1K +50 New
SIS
406
Strategic Investment Solutions
Illinois
$1.08K +$1.1K +50 New
BHWM
407
Bay Harbor Wealth Management
Maryland
$1.06K – – –
ADL
408
Asset Dedication LLC
California
$1K +$680 +31 New
BAM
409
Baldrige Asset Management
Pennsylvania
$1K +$899 +41 New
DI
410
Disciplined Investments
Oklahoma
$908 -$44 -2 -5%
AF
411
Advisornet Financial
Minnesota
$584 -$768 -35 -56%
SIC
412
SJS Investment Consulting
Ohio
$584 -$329 -15 -36%
BIA
413
Bell Investment Advisors
California
$541 -$197 -9 -26%
MCM
414
MV Capital Management
Maryland
$541 – – –
CWC
415
Carolinas Wealth Consulting
North Carolina
$454 -$1.01K -46 -69%
MIA
416
Milestone Investment Advisors
Wisconsin
$433 +$439 +20 New
OIA
417
Optimum Investment Advisors
Illinois
$432 – – –
NMG
418
New Millennium Group
Utah
$389 – – –
TWD
419
True Wealth Design
Ohio
$195 – – –
CSPIA
420
Cary Street Partners Investment Advisory
Virginia
$86 +$88 +4 New
WWM
421
Wolff Wiese Magana
California
$44 – – –
GF
422
Greenhouse Funds
Maryland
– -$26.1M -1,167,026 Closed
N
423
Natixis
France
– -$8.71M -389,400 Closed
IMA
424
Investment Management Associates
Colorado
– -$8.61M -384,599 Closed
Walleye Trading
425
Walleye Trading
New York
– -$7.79M -354,973 Closed