Name Holding Trade Value Shares
Change
Change in
Stake
LC
201
Lindbrook Capital
California
$633 -$14.6K -846 -95%
MPWT
202
MassMutual Private Wealth & Trust
Connecticut
$512 +$225 +13 +62%
PFBT
203
Parkside Financial Bank & Trust
Missouri
$453 +$519 +30 New
RWM
204
Rialto Wealth Management
New York
$453 +$519 +30 New
RWM
205
Raffa Wealth Management
District of Columbia
$437 – – –
SC
206
Stephens Consulting
Michigan
$377 +$433 +25 New
A
207
AlphaQuest
New York
$332 +$381 +22 New
EWA
208
EverSource Wealth Advisors
Alabama
$301 -$1.04K -60 -75%
WTFG
209
Wood Tarver Financial Group
Idaho
$257 – – –
SIS
210
Sound Income Strategies
Florida
$241 – – –
IA
211
IFP Advisors
Florida
$211 – – –
PWAM
212
Private Wealth Asset Management
Iowa
$136 +$156 +9 New
BGAI
213
Bruce G. Allen Investments
Colorado
$121 +$139 +8 New
WT
214
Whittier Trust
California
$105 – – –
FDCDDQ
215
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45 – – –
CIAM
216
Caitong International Asset Management
Hong Kong
$30 -$62.2K -3,592 -100%
DPW
217
DiNuzzo Private Wealth
Pennsylvania
$16 – – –
BA
218
Bellwether Advisors
Nebraska
$15 – – –
CAM
219
Creekmur Asset Management
Illinois
$10 – – –
Loomis, Sayles & Company
220
Loomis, Sayles & Company
Massachusetts
– -$6.52M -352,350 Closed
KLP
221
Kent Lake PR
Puerto Rico
– -$4.05M -218,936 Closed
BFM
222
Boothbay Fund Management
New York
– -$3.95M -213,586 Closed
HPC
223
Highland Peak Capital
Connecticut
– -$3.92M -211,665 Closed
SCM
224
SIR Capital Management
New York
– -$3.54M -191,318 Closed
First Trust Advisors
225
First Trust Advisors
Illinois
– -$2.24M -121,037 Closed