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Name Holding Trade Value Shares
Change
Change in
Stake
AG
226
AmeriFlex Group
Nevada
$563 +$723 +55 New
NL
227
NVWM LLC
Pennsylvania
$512
SFCL
228
Strengthening Families & Communities LLC
Massachusetts
$399 +$513 +39 New
PWA
229
Physician Wealth Advisors
Utah
$348 +$447 +34 New
TFA
230
Transamerica Financial Advisors
Florida
$327 +$421 +32 New
SWM
231
SHP Wealth Management
Massachusetts
$307
SPIA
232
Steward Partners Investment Advisory
New York
$286 +$368 +28 New
S
233
SignatureFD
Georgia
$256
PNC Financial Services Group
234
PNC Financial Services Group
Pennsylvania
$174 -$145 -11 -39%
SSG
235
Summit Securities Group
New York
$102 +$131 +10 New
GRP
236
Global Retirement Partners
California
$72 +$92 +7 New
JWM
237
JPL Wealth Management
Colorado
$62
SAM
238
Smartleaf Asset Management
Massachusetts
$44
EP
239
Essential Partners
California
$20 -$26 -2 -50%
APFP
240
Action Point Financial Planning
Michigan
$20 +$26 +2 New
DF
241
Dunhill Financial
United Kingdom
$10
T. Rowe Price Investment Management
242
T. Rowe Price Investment Management
Maryland
-$27.4M -1,853,325 Closed
EI
243
EAM Investors
California
-$5.23M -353,939 Closed
HF
244
HRT Financial
New York
-$4.99M -338,050 Closed
EGM
245
Engineers Gate Manager
New York
-$4.41M -298,675 Closed
LFM
246
LGT Fund Management
Liechtenstein
-$3.96M -268,200 Closed
CM
247
Castleark Management
Illinois
-$2.94M -199,010 Closed
OQS
248
Occudo Quantitative Strategies
Florida
-$2.54M -169,852 Closed
LCG
249
Lisanti Capital Growth
New York
-$2.03M -137,180 Closed
Polen Capital Management
250
Polen Capital Management
Florida
-$1.79M -121,437 Closed