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Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
451
Alpha Omega Wealth Management
Virginia
$35K – – –
PA
452
Parallel Advisors
California
$29K +$16K +310 +196%
PHK
453
Point72 Hong Kong
Hong Kong
$28K -$53.1K -1,026 -69%
SIC
454
Salem Investment Counselors
North Carolina
$28K – – –
RIM
455
Rampart Investment Management
Connecticut
$23K -$712K -13,765 -97%
GAM
456
Gemmer Asset Management
California
$23K – – –
AssetMark Inc
457
AssetMark Inc
California
$21K – – –
OFW
458
Omnia Family Wealth
Florida
$21K – – –
BWM
459
Baystate Wealth Management
Massachusetts
$18K – – –
WAS
460
Winch Advisory Services
Wisconsin
$11K – – –
FHA
461
First Horizon Advisors
Tennessee
$10K -$25.1K -485 -75%
GRP
462
Global Retirement Partners
California
$9K – – –
TDC
463
Thompson Davis & Co
Virginia
$7K -$17.9K -346 -75%
CFG
464
Citizens Financial Group
Rhode Island
$6K – – –
First Manhattan
465
First Manhattan
New York
$6K – – –
FWM
466
Focused Wealth Management
New York
$6K – – –
GBT
467
Grove Bank & Trust
Florida
$6K – – –
VCM
468
Versant Capital Management
Arizona
$6K – – –
FMA
469
FNY Managed Accounts
New York
$5K +$5.02K +97 New
QCG
470
Quadrant Capital Group
Ohio
$4K – – –
ZB
471
Zions Bancorporation
Utah
$4K – – –
MPWT
472
MassMutual Private Wealth & Trust
Connecticut
$3.13K +$2.69K +52 New
Northwestern Mutual Wealth Management
473
Northwestern Mutual Wealth Management
Wisconsin
$3K -$23.4K -453 -89%
CAW
474
Cornerstone Advisors (Washington)
Washington
$3K – – –
ASN
475
Advisory Services Network
Georgia
$3K +$2.43K +47 New