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Name Holding Trade Value Shares
Change
Change in
Stake
SEC
501
Seven Eight Capital
New York
$371K -$1.05M -4,397 -74%
CG
502
Caprock Group
Idaho
$368K -$157K -659 -30%
PAM
503
Panagora Asset Management
Massachusetts
$367K -$641K -2,688 -64%
VWMG
504
Virginia Wealth Management Group
Virginia
$364K
WT
505
Washington Trust
Rhode Island
$364K
OFG
506
Oxford Financial Group
Indiana
$362K +$3.82K +16 +1%
QWP
507
Quotient Wealth Partners
Texas
$361K +$355K +1,490 New
MA
508
MJP Associates
Connecticut
$361K +$25.3K +106 +8%
SFG
509
SNS Financial Group
Minnesota
$360K +$716 +3 +0.2%
Vontobel Holding
510
Vontobel Holding
Switzerland
$351K -$63.2K -265 -15%
SB
511
Strategic Blueprint
Georgia
$349K -$13.4K -56 -4%
WSFS
512
Wilmington Savings Fund Society
Delaware
$348K -$1.43K -6 -0.4%
Carson Wealth (CWM LLC)
513
Carson Wealth (CWM LLC)
Nebraska
$346K +$3.1K +13 +0.9%
BMCM
514
Bryn Mawr Capital Management
Pennsylvania
$340K
AWM
515
Axxcess Wealth Management
California
$339K +$4.77K +20 +1%
TA
516
TrueWealth Advisors
Alabama
$337K +$239 +1 +0.1%
LSAG
517
Lake Street Advisors Group
New Hampshire
$336K +$14.1K +59 +4%
Wolverine Trading
518
Wolverine Trading
Illinois
$330K -$110K -461 -25%
Verition Fund Management
519
Verition Fund Management
Connecticut
$330K -$61.1K -256 -16%
SC
520
Syon Capital
California
$330K +$5.73K +24 +2%
GCP
521
GSA Capital Partners
United Kingdom
$328K +$322K +1,351 New
SF
522
Summit Financial
New Jersey
$326K +$101K +423 +46%
SP
523
Symmetry Partners
Connecticut
$324K
AIP
524
Ameritas Investment Partners
Nebraska
$323K
SM
525
Sciencast Management
New Jersey
$323K +$318K +1,333 New