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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
526
Nadler Financial Group
Illinois
$253K – – –
SC
527
Sepio Capital
Utah
$253K – – –
WTB
528
Washington Trust Bank
Washington
$253K – – –
SIC
529
Salem Investment Counselors
North Carolina
$250K – – –
TPM
530
Triasima Portfolio Management
Quebec, Canada
$250K – – –
CGL
531
Clarius Group LLC
Washington
$250K +$9.36K +36 +4%
Twin Tree Management
532
Twin Tree Management
Texas
$247K +$253K +975 New
MF
533
Magnetar Financial
Illinois
$244K +$251K +964 New
NP
534
NorthRock Partners
Minnesota
$241K +$247K +950 New
D.E. Shaw & Co
535
D.E. Shaw & Co
New York
$240K -$30.4M -116,792 -99%
MLFP
536
MPS Loria Financial Planners
Illinois
$237K – – –
BFS
537
Bradley Foster & Sargent
Connecticut
$235K -$6.24K -24 -3%
IAA
538
Independent Advisor Alliance
North Carolina
$234K – – –
FA
539
Fermata Advisors
California
$230K -$19.2K -74 -8%
NIM
540
Northeast Investment Management
Massachusetts
$229K – – –
HWMA
541
Heritage Wealth Management (Arizona)
Arizona
$228K +$27.6K +106 +13%
IWC
542
Integrated Wealth Concepts
Massachusetts
$227K -$6.5K -25 -3%
BOS
543
Bingham Osborn & Scarborough
California
$223K +$3.38K +13 +2%
WA
544
Wealth Alliance
New York
$222K -$3.64K -14 -2%
SW
545
SVB Wealth
Massachusetts
$222K +$227K +874 New
VVP
546
Venture Visionary Partners
Ohio
$218K +$2.34K +9 +1%
WAS
547
Wealth Advisory Solutions
Indiana
$217K -$260 -1 -0.1%
PFBT
548
Parkside Financial Bank & Trust
Missouri
$211K +$1.82K +7 +0.8%
AWM
549
Apollon Wealth Management
South Carolina
$211K +$217K +833 New
PI
550
PFS Investments
Georgia
$208K +$189K +726 New