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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
201
Baldwin Wealth Partners
Massachusetts
$10K +$10.8K +170 New
WTA
202
Washington Trust Advisors
Massachusetts
$8K +$8.77K +138 New
PA
203
Parallel Advisors
California
$7K +$2.73K +43 +61%
S
204
SignatureFD
Georgia
$6K -$3.5K -55 -37%
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$6K
NFG
206
Next Financial Group
Texas
$4K
BAM
207
Bellevue Asset Management
Washington
$4K +$1.4K +22 +55%
CWP
208
Concord Wealth Partners
Virginia
$3K +$2.61K +41 +256%
NICM
209
Neo Ivy Capital Management
New York
$3K +$3.81K +60 New
APA
210
American Portfolios Advisors
New York
$2.9K
CFB
211
Cullen/Frost Bankers
Texas
$2K
MIFH
212
Migdal Insurance & Financial Holdings
Israel
$2K +$953 +15 +68%
PCG
213
Private Capital Group
Connecticut
$2K +$1.02K +16 +145%
GWS
214
Glassman Wealth Services
Virginia
$2K +$1.78K +28 New
VNA
215
Valley National Advisers
Pennsylvania
$2K +$2.22K +35 New
FHA
216
First Horizon Advisors
Tennessee
$2K +$2.92K +46 +920%
BCV
217
Banque Cantonale Vaudoise
Switzerland
$1K
BWM
218
BerganKDV Wealth Management
Minnesota
$1K +$572 +9 New
C
219
Covestor
United Kingdom
$1K +$699 +11 New
MAM
220
Meeder Asset Management
Ohio
$1K +$699 +11 +220%
QCG
221
Quadrant Capital Group
Ohio
$1K +$890 +14 +700%
LF
222
Lee Financial
Texas
$1K +$1.14K +18 New
PFBT
223
Parkside Financial Bank & Trust
Missouri
$1K +$1.59K +25 New
TPCW
224
TD Private Client Wealth
New York
$637 +$699 +11 New
BCPEMI
225
Bain Capital Public Equity Management II
Massachusetts
-$100M -1,295,950 Closed