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Name Holding Trade Value Shares
Change
Change in
Stake
WAS
201
WESPAC Advisors SoCal
California
$8K
Twin Tree Management
202
Twin Tree Management
Texas
$8K +$7.99K +223 New
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$6K -$4.8K -134 -42%
TFA
204
Toth Financial Advisory
Virginia
$6K
LTFS
205
Ladenburg Thalmann Financial Services
Florida
$5K +$251 +7 +5%
FCA
206
FinTrust Capital Advisors
South Carolina
$5K +$1K +28 +23%
MNBTD
207
Moody National Bank Trust Division
Texas
$5K +$4.95K +138 New
WAM
208
Wealthspire Advisors (Maryland)
Maryland
$4K -$7.1K -198 -62%
OWA
209
One Wealth Advisors
California
$4K +$3.73K +104 New
CAM
210
Cresset Asset Management
Illinois
$3K
PFBT
211
Parkside Financial Bank & Trust
Missouri
$3K +$1.43K +40 +114%
TWA
212
TCI Wealth Advisors
Arizona
$2K
WT
213
Whittier Trust
California
$2K
SWM
214
SeaCrest Wealth Management
New York
$2K +$1.72K +48 +436%
RCAG
215
Rehmann Capital Advisory Group
Michigan
$1.01K +$179 +5 +21%
AssetMark Inc
216
AssetMark Inc
California
$1K -$394 -11 -28%
CAW
217
Cornerstone Advisors (Washington)
Washington
$1K
GWS
218
Glassman Wealth Services
Virginia
$1K +$896 +25 New
HGWM
219
Harvest Group Wealth Management
Massachusetts
$1K +$1.29K +36 New
FGAM
220
Financial Gravity Asset Management
Texas
$1K +$1.36K +38 New
CFGS
221
Concourse Financial Group Securities
Alabama
$1K +$1.94K +54 New
VNIM
222
Vaughan Nelson Investment Management
Texas
-$28.8M -894,195 Closed
Wellington Management Group
223
Wellington Management Group
Massachusetts
-$19.7M -611,291 Closed
3C
224
361 Capital
Colorado
-$2.77M -85,716 Closed
OAM
225
Oxford Asset Management
United Kingdom
-$1.97M -61,159 Closed