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Name Holding Trade Value Shares
Change
Change in
Stake
SSB
326
Sandy Spring Bank
Maryland
$10K
FPFS
327
First Personal Financial Services
North Carolina
$9K
MWM
328
MinichMacGregor Wealth Management
New York
$8K
FMA
329
FNY Managed Accounts
New York
$6K -$17.9K -249 -75%
Carson Wealth (CWM LLC)
330
Carson Wealth (CWM LLC)
Nebraska
$6K
IA
331
IFP Advisors
Florida
$5K -$26.2K -364 -84%
GAM
332
Guinness Asset Management
United Kingdom
$5K
VCM
333
Versant Capital Management
Arizona
$5K
GAM
334
Gemmer Asset Management
California
$4K
QCG
335
Quadrant Capital Group
Ohio
$4K
RFA
336
Reilly Financial Advisors
California
$4K
BTIS
337
BB&T Investment Services
North Carolina
$4K +$1.8K +25 +76%
IBOK
338
Independence Bank of Kentucky
Kentucky
$4K +$4.32K +60 New
SPI
339
Santori & Peters Inc
Pennsylvania
$4K +$4.61K +64 New
TRCT
340
Tower Research Capital (TRC)
New York
$3K -$316K -4,386 -99%
GWM
341
Geneos Wealth Management
Colorado
$3K
IWM
342
IHT Wealth Management
Illinois
$2K -$5.19K -72 -73%
FHA
343
First Horizon Advisors
Tennessee
$2K
WAM
344
Wealthspire Advisors (Maryland)
Maryland
$2K +$360 +5 +22%
CAW
345
Cornerstone Advisors (Washington)
Washington
$1K
MOS
346
MGO One Seven
Ohio
$1K +$1.23K +17 New
NFA
347
Nationwide Fund Advisors
Ohio
-$9.13M -125,172 Closed
CWAM
348
Columbia Wanger Asset Management
Illinois
-$7.96M -109,063 Closed
Renaissance Technologies
349
Renaissance Technologies
New York
-$6.1M -83,600 Closed
EF
350
Empowered Funds
Pennsylvania
-$1.91M -26,138 Closed