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Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
126
US Bancorp
Minnesota
$2.02K +$2.13K +1,587 New
PWA
127
Physician Wealth Advisors
Utah
$1.51K +$1.6K +1,192 New
TWD
128
True Wealth Design
Ohio
$1.47K +$86 +64 +6%
Daiwa Securities Group
129
Daiwa Securities Group
Japan
$1K
HFS
130
Hughes Financial Services
Virginia
$701 +$656 +490 New
SS
131
SBI Securities
Japan
$645 +$161 +120 +31%
MCM
132
MAI Capital Management
Ohio
$594 +$625 +467 New
RWM
133
Rialto Wealth Management
New York
$525 +$553 +413 New
BIG
134
Brooklyn Investment Group
New York
$519 +$546 +408 New
RIL
135
Rothschild Investment LLC
Illinois
$489 +$187 +140 +57%
RA
136
Rise Advisors
New York
$464 +$489 +365 New
FFO
137
Fortitude Family Office
Arizona
$457 +$482 +360 New
SPIA
138
Steward Partners Investment Advisory
New York
$254
EP
139
Essential Partners
California
$199 +$210 +157 New
IA
140
IFP Advisors
Florida
$109 +$115 +86 New
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$10
SI
142
Sofinnova Investments
California
-$2.57M -1,877,085 Closed
UBS AM
143
UBS AM
Illinois
-$610K -445,580 Closed
Swiss National Bank
144
Swiss National Bank
Switzerland
-$450K -328,700 Closed
Deutsche Bank
145
Deutsche Bank
Germany
-$223K -163,052 Closed
American Century Companies
146
American Century Companies
Missouri
-$217K -158,081 Closed
HS
147
HighVista Strategies
Massachusetts
-$186K -135,667 Closed
Ameriprise
148
Ameriprise
Minnesota
-$154K -112,524 Closed
Squarepoint
149
Squarepoint
New York
-$154K -112,465 Closed
YIH
150
Y-Intercept (HK)
Hong Kong
-$136K -98,961 Closed