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Name Holding Trade Value Shares
Change
Change in
Stake
EW
401
Evoke Wealth
California
$5K +$4.76K +57 New
Northwestern Mutual Wealth Management
402
Northwestern Mutual Wealth Management
Wisconsin
$4K -$67.1K -803 -95%
ACM
403
AUA Capital Management
Pennsylvania
$4K
GWMIA
404
Global Wealth Management Investment Advisory
Florida
$4K
LWA
405
Lenox Wealth Advisors
New York
$4K
TJHA
406
Thomas J. Herzfeld Advisors
Florida
$4K +$1K +12 +38%
CFN
407
Cordasco Financial Network
Florida
$3K -$66.8K -800 -96%
FRA
408
Front Row Advisors
California
$3K
MPWT
409
MassMutual Private Wealth & Trust
Connecticut
$3K +$3.09K +37 New
CFO
410
CVA Family Office
Colorado
$3K +$3.34K +40 New
RWM
411
Raffa Wealth Management
District of Columbia
$2.26K
CFD
412
Creative Financial Designs
Indiana
$2K
FF
413
FourThought Financial
Florida
$2K
GWS
414
Glassman Wealth Services
Virginia
$2K +$585 +7 +39%
SCA
415
Stonebridge Capital Advisors
Minnesota
$2K +$1.25K +15 +100%
BWM
416
Baystate Wealth Management
Massachusetts
$1K
BWL
417
Bogart Wealth LLC
Virginia
$1K
MAM
418
Meeder Asset Management
Ohio
$1K
LWCFA
419
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K +$1.42K +17 New
GFPC
420
Global Financial Private Client
Florida
$354
Nisa Investment Advisors
421
Nisa Investment Advisors
Missouri
$235 -$226K -2,700 -50%
AIG
422
American International Group
New York
$195 -$128K -1,527 -40%
BBHC
423
Brown Brothers Harriman & Co
New York
$93
Citadel Advisors
424
Citadel Advisors
Florida
-$79.3M -949,501 Closed
Two Sigma Advisers
425
Two Sigma Advisers
New York
-$27.2M -350,400 Closed