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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
526
Salem Investment Counselors
North Carolina
$250K
TPM
527
Triasima Portfolio Management
Quebec, Canada
$250K
CGL
528
Clarius Group LLC
Washington
$250K +$9.36K +36 +4%
Twin Tree Management
529
Twin Tree Management
Texas
$247K +$253K +975 New
MF
530
Magnetar Financial
Illinois
$244K +$251K +964 New
NP
531
NorthRock Partners
Minnesota
$241K +$247K +950 New
D.E. Shaw & Co
532
D.E. Shaw & Co
New York
$240K -$30.4M -116,792 -99%
MLFP
533
MPS Loria Financial Planners
Illinois
$237K
BFS
534
Bradley Foster & Sargent
Connecticut
$235K -$6.24K -24 -3%
IAA
535
Independent Advisor Alliance
North Carolina
$234K
FA
536
Fermata Advisors
California
$230K -$19.2K -74 -8%
NIM
537
Northeast Investment Management
Massachusetts
$229K
HWMA
538
Heritage Wealth Management (Arizona)
Arizona
$228K +$27.6K +106 +13%
IWC
539
Integrated Wealth Concepts
Massachusetts
$227K -$6.5K -25 -3%
BOS
540
Bingham Osborn & Scarborough
California
$223K +$3.38K +13 +2%
WA
541
Wealth Alliance
New York
$222K -$3.64K -14 -2%
SW
542
SVB Wealth
Massachusetts
$222K +$227K +874 New
VVP
543
Venture Visionary Partners
Ohio
$218K +$2.34K +9 +1%
WAS
544
Wealth Advisory Solutions
Indiana
$217K -$260 -1 -0.1%
PFBT
545
Parkside Financial Bank & Trust
Missouri
$211K +$1.82K +7 +0.8%
AWM
546
Apollon Wealth Management
South Carolina
$211K +$217K +833 New
PI
547
PFS Investments
Georgia
$208K +$189K +726 New
BTW
548
Boston Trust Walden
Massachusetts
$207K +$212K +816 New
JIC
549
Johnson Investment Counsel
Ohio
$207K +$212K +817 New
BWP
550
BSW Wealth Partners
Colorado
$206K +$211K +812 New