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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
301
Geneos Wealth Management
Colorado
$5K +$1.9K +164 +49%
FTDI
302
First Trust Direct Indexing
Massachusetts
$5K +$3.86K +334 New
FCH
303
Freestone Capital Holdings
Washington
$4.66K -$29.2K -2,528 -88%
MHR
304
Matthew Hamilton Rosenberg
$4K – – –
HPC
305
HM Payson & Co
Maine
$4K +$3.37K +292 New
RWA
306
Ropes Wealth Advisors
Massachusetts
$4K +$3.56K +308 New
ICP
307
Interchange Capital Partners
Pennsylvania
$4K +$3.71K +321 New
RIM
308
Rockbridge Investment Management
New York
$3K -$1.91K -165 -46%
MAM
309
McCarthy Asset Management
California
$3K +$2.3K +199 New
HR
310
Howe & Rusling
New York
$2K -$185 -16 -11%
AF
311
Allworth Financial
California
$2K – – –
ACM
312
AUA Capital Management
Pennsylvania
$2K – – –
TPWA
313
TRUE Private Wealth Advisors
Oregon
$2K – – –
TFGT
314
TS Financial Group (TSFG)
Illinois
$2K – – –
ETC
315
Exchange Traded Concepts
Oklahoma
$2K +$2.08K +180 New
BSSFA
316
Baron Silver Stevens Financial Advisors
Florida
$2K +$2.15K +186 New
FHC
317
First Horizon Corporation
Tennessee
$1K – – –
M
318
MOTCO
Texas
$1K – – –
PFGIA
319
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
SBL
320
Sargent Bickham Lagudis
Colorado
$1K – – –
TC
321
Towle & Co
Colorado
– -$16.3M -1,944,984 Closed
Impax Asset Management Group
322
Impax Asset Management Group
United Kingdom
– -$8.87M -1,056,194 Closed
WP
323
Woodline Partners
California
– -$8.69M -1,035,060 Closed
PCM
324
Peregrine Capital Management
Minnesota
– -$8.05M -958,728 Closed
DAM
325
Deltec Asset Management
New York
– -$3.2M -381,513 Closed