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Exelixis

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
401
Cape Investment Advisory
Georgia
$2.37K +$2.22K +100 New
FPF
402
First Pacific Financial
Washington
$2.25K +$600 +27 +40%
UB
403
UMB Bank
Missouri
$1.99K +$1.87K +84 New
IA
404
IFP Advisors
Florida
$1.85K +$556 +25 +47%
S
405
Sachetta
Massachusetts
$1.78K
QC
406
Quent Capital
New York
$1.54K
GRP
407
Global Retirement Partners
California
$1.45K +$845 +38 +165%
W
408
WealthCollab
Washington
$1.45K +$1.36K +61 New
NSIM
409
North Star Investment Management
Illinois
$1.42K
SIC
410
SJS Investment Consulting
Ohio
$1.28K
BF
411
BOK Financial
Oklahoma
$1.25K
HWM
412
HighMark Wealth Management
Minnesota
$1.21K
A
413
AlphaQuest
New York
$1.09K -$325K -14,626 -100%
AW
414
Avion Wealth
Texas
$1K +$489 +22 New
DPW
415
DiNuzzo Private Wealth
Pennsylvania
$902 -$22 -1 -3%
RWM
416
Raffa Wealth Management
District of Columbia
$854
FSWA
417
Financial Synergies Wealth Advisors
Texas
$238
VCM
418
Versant Capital Management
Arizona
$190
MG
419
Mather Group
Illinois
$144 +$133 +6 New
N
420
Natixis
France
$24 -$11K -495 -100%
TWP
421
TFO Wealth Partners
Ohio
$24 -$400 -18 -95%
SIS
422
Sound Income Strategies
Florida
$24
NW
423
NewEdge Wealth
Pennsylvania
-$16.3M -681,104 Closed
SPS
424
Susquehanna Portfolio Strategies
Pennsylvania
-$11.5M -478,108 Closed
BSA
425
Braun Stacey Associates
New York
-$10.4M -434,099 Closed