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Name Holding Trade Value Shares
Change
Change in
Stake
ITIM
701
Indiana Trust & Investment Management
Indiana
$965
BWL
702
Bogart Wealth LLC
Virginia
$914 -$807 -10 -48%
BIM
703
Breakwater Investment Management
Washington
$885 -$1.13K -14 -56%
HFG
704
Harborfront Financial Group
Michigan
$885 +$888 +11 New
HIA
705
Highland Investment Advisors
Florida
$804 +$807 +10 New
RCM
706
Raleigh Capital Management
North Carolina
$650 -$969 -12 -60%
FG
707
Fairman Group
Pennsylvania
$643
ZBNA
708
Zions Bancorporation, National Association
Utah
$563 -$646 -8 -53%
MNA
709
Manning & Napier Advisors
New York
$499 -$2.81M -34,843 -100%
OA
710
Operose Advisors
Wisconsin
$482 +$484 +6 New
AIC
711
Archer Investment Corporation
Indiana
$402
MS
712
Monetary Solutions
Ohio
$402 +$404 +5 New
HI
713
Horizon Investments
North Carolina
$322 -$1.25M -15,438 -100%
AWM
714
Abound Wealth Management
Tennessee
$322 -$5.01K -62 -94%
DFA
715
DHJJ Financial Advisors
Illinois
$322 -$81 -1 -20%
CI
716
Cordant Inc
Oregon
$297 +$323 +4 New
TC
717
Trust Company
Kansas
$241
DWM
718
Darwin Wealth Management
Florida
$91 +$81 +1 New
FPA
719
First Pacific Advisors
California
$80
TSMHT
720
Thurston Springer Miller Herd & Titak
Indiana
$80
TAP
721
Tounjian Advisory Partners
Florida
$32
AFG
722
Albion Financial Group
Utah
$18
Loomis, Sayles & Company
723
Loomis, Sayles & Company
Massachusetts
$15
ClearBridge Investments
724
ClearBridge Investments
New York
-$43M -582,901 Closed
Point72 Asset Management
725
Point72 Asset Management
Connecticut
-$17.2M -213,403 Closed