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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
201
Macroview Investment Management
Maryland
$6.51K +$6.18K +229 New
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$5K -$14.8K -548 -76%
WT
203
Whittier Trust
California
$3.01K – – –
RDIA
204
RE Dickinson Investment Advisors
Iowa
$3K -$648 -24 -19%
National Bank of Canada
205
National Bank of Canada
Quebec, Canada
$2.74K – – –
AF
206
Allworth Financial
California
$1.65K -$378 -14 -19%
GWM
207
Geneos Wealth Management
Colorado
$1.42K – – –
SFG
208
Steward Financial Group
Texas
$1K +$1.05K +39 New
BIA
209
Bell Investment Advisors
California
$910 -$837 -31 -49%
RWM
210
Raffa Wealth Management
District of Columbia
$824 – – –
SIS
211
Sound Income Strategies
Florida
$455 – – –
JWA
212
JFS Wealth Advisors
Pennsylvania
$341 +$54 +2 +20%
SIC
213
SJS Investment Consulting
Ohio
$143 +$81 +3 +150%
AF
214
Advisornet Financial
Minnesota
$114 – – –
FDCDDQ
215
Federation des caisses Desjardins du Quebec
Quebec, Canada
$85 – – –
TAM
216
Tucker Asset Management
Colorado
$57 – – –
TWP
217
TFO Wealth Partners
Ohio
$24 – – –
JGC
218
J. Goldman & Co
New York
– -$11.2M -466,228 Closed
CP
219
CenterBook Partners
Connecticut
– -$5.01M -208,985 Closed
Bessemer Group
220
Bessemer Group
New Jersey
– -$3.97M -165,803 Closed
Holocene Advisors
221
Holocene Advisors
New York
– -$3.76M -156,916 Closed
BF
222
BOK Financial
Oklahoma
– -$3.47M -145,000 Closed
Capital Fund Management (CFM)
223
Capital Fund Management (CFM)
France
– -$3.69M -136,566 Closed
RA
224
RR Advisors
Texas
– -$1.43M -60,000 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
225
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.09M -45,400 Closed