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Name Holding Trade Value Shares
Change
Change in
Stake
WWP
201
WR Wealth Planners
Missouri
$1.32K – – –
JPWM
202
Jamison Private Wealth Management
Georgia
$1.2K +$1.77K +50 New
PGAM
203
Princeton Global Asset Management
New Jersey
$961 – – –
GIA
204
GHP Investment Advisors
Colorado
$918 – – –
SS
205
Sunbelt Securities
Texas
$817 – – –
AF
206
Advisornet Financial
Minnesota
$601 -$71 -2 -7%
AWA
207
Authentikos Wealth Advisory
California
$601 +$885 +25 New
MTIC
208
Missouri Trust & Investment Company
Missouri
$553 – – –
GWS
209
Glassman Wealth Services
Virginia
$481 +$602 +17 +567%
MCM
210
Manchester Capital Management
Vermont
$433 – – –
RA
211
Rise Advisors
New York
$409 -$3.54K -100 -85%
QCG
212
Quadrant Capital Group
Ohio
$409 +$142 +4 +31%
WAM
213
Wolverine Asset Management
Illinois
$336 – – –
BAAM
214
Baker Avenue Asset Management
California
$312 -$992 -28 -68%
BIA
215
Bell Investment Advisors
California
$241 -$212 -6 -38%
MIM
216
Macroview Investment Management
Maryland
$169 +$248 +7 New
NSG
217
Nalls Sherbakoff Group
Tennessee
$145 – – –
SIC
218
SJS Investment Consulting
Ohio
$145 +$35 +1 +20%
AA
219
Addison Advisors
Vermont
$145 +$212 +6 New
CSWM
220
Cassady Schiller Wealth Management
Ohio
$96 – – –
PFA
221
Pathway Financial Advisers
Indiana
$96 +$142 +4 New
BWL
222
Bogart Wealth LLC
Virginia
$48 – – –
HNB
223
Huntington National Bank
Ohio
$24 – – –
Victory Capital Management
224
Victory Capital Management
Texas
– -$28.2M -701,472 Closed
Two Sigma Investments
225
Two Sigma Investments
New York
– -$19.9M -494,653 Closed