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Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
751
San Francisco Sentry Investment Group
California
$5K
TCOV
752
Trust Company of Vermont
Vermont
$5K
EWA
753
Evolution Wealth Advisors
Florida
$4K
GWAG
754
Garrett Wealth Advisory Group
Texas
$3.66K +$3.48K +224 New
GT
755
Glenmede Trust
Pennsylvania
$3.25K +$117K +7,526 +4%
CFD
756
Creative Financial Designs
Indiana
$3K -$3.27K -210 -51%
GWS
757
Glassman Wealth Services
Virginia
$3K -$218 -14 -8%
LFG
758
LifePlan Financial Group
Ohio
$3K
MA
759
MUFG Americas
New York
$3K
AssetMark Inc
760
AssetMark Inc
California
$3K +$1.59K +102 +106%
FGAM
761
Financial Gravity Asset Management
Texas
$3K +$1.62K +104 +141%
LC
762
Lindbrook Capital
California
$3K +$1.8K +116 +181%
UB
763
UMB Bank
Missouri
$2.21K +$261K +16,790 +14%
TFA
764
Transamerica Financial Advisors
Florida
$2K -$6.97K -448 -88%
RWM
765
Raffa Wealth Management
District of Columbia
$1.76K +$1.68K +108 New
AA
766
Advisory Alpha
Michigan
$1.13K +$1.15K +74 New
SIS
767
Sound Income Strategies
Florida
$1K
WWM
768
Willingdon Wealth Management
North Carolina
$1K +$498 +32 New
First Manhattan
769
First Manhattan
New York
$1K +$1.62K +104 New
ED
770
Exane Derivatives
France
$653
SCM
771
Stevens Capital Management
Pennsylvania
-$14.9M -914,224 Closed
GAM
772
Gotham Asset Management
New York
-$14.9M -913,888 Closed
Holocene Advisors
773
Holocene Advisors
New York
-$10.4M -638,606 Closed
Neuberger Berman Group
774
Neuberger Berman Group
New York
-$8.73M -535,900 Closed
CCI
775
Columbus Circle Investors
-$7.36M -451,794 Closed