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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
176
Evolution Wealth Advisors
Florida
$82K +$78.2K +1,004 New
FF
177
FourThought Financial
Florida
$68K -$2.73K -35 -4%
LSA
178
Leonteq Securities AG
Switzerland
$34.4K +$32.7K +420 New
AS
179
Altshuler Shaham
Israel
$27K +$5.06K +65 +25%
Bank of Montreal
180
Bank of Montreal
Ontario, Canada
$25K -$11.7K -150 -38%
NFG
181
Next Financial Group
Texas
$18K +$15.6K +200 +1,000%
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$14K
CCM
183
Covington Capital Management
California
$14K
S
184
SignatureFD
Georgia
$14K +$12.8K +165 New
VFA
185
Valeo Financial Advisors
Indiana
$12K -$7.79K -100 -41%
Parallax Volatility Advisers
186
Parallax Volatility Advisers
California
$10K -$45.2K -581 -82%
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$9K
US Bancorp
188
US Bancorp
Minnesota
$9K +$8.8K +113 New
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$8K
PA
190
Parallel Advisors
California
$6K +$5.45K +70 New
GEA
191
Glen Eagle Advisors
New Jersey
$5.33K
GAM
192
Gemmer Asset Management
California
$5K
APA
193
American Portfolios Advisors
New York
$4.1K
BAM
194
Bellevue Asset Management
Washington
$4K -$389 -5 -10%
Bank Julius Baer & Co
195
Bank Julius Baer & Co
Switzerland
$4K +$623 +8 +20%
ADIM
196
Alpha DNA Investment Management
Maryland
$3K -$4.83K -62 -56%
CFB
197
Cullen/Frost Bankers
Texas
$3K
HI
198
Hudock Inc
Pennsylvania
$2K +$2.57K +33 New
PHK
199
Point72 Hong Kong
Hong Kong
$1K +$701 +9 New
BCPEMI
200
Bain Capital Public Equity Management II
Massachusetts
-$48.8M -647,317 Closed