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Global Partners

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$125K
TWM
52
Tradition Wealth Management
Minnesota
$117K +$36.8K +1,500 +50%
FHC
53
First Horizon Corporation
Tennessee
$116K
CPA
54
Cowen Prime Advisors
New York
$108K
Simplex Trading
55
Simplex Trading
Illinois
$96K -$107K -4,364 -54%
AWA
56
Arkadios Wealth Advisors
Georgia
$45K +$42.9K +1,750 New
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$38K +$36.5K +1,487 New
CBT
58
CoreFirst Bank & Trust
Kansas
$26K
SAM
59
S.A. Mason
Michigan
$26K
JP Morgan Chase
60
JP Morgan Chase
New York
$20K
PFA
61
Professional Financial Advisors
Nebraska
$19K
CMF
62
Counterpoint Mutual Funds
California
$14K +$12.8K +521 New
CA
63
Centerpoint Advisors
Massachusetts
$13K
RFA
64
Reilly Financial Advisors
California
$13K
POIA
65
Pin Oak Investment Advisors
Texas
$11K
APA
66
American Portfolios Advisors
New York
$10.4K
MSFP
67
Mark Sheptoff Financial Planning
Connecticut
$10K
GWSG
68
GPS Wealth Strategies Group
Colorado
$9K
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$3.8K +155 +78%
S
70
SignatureFD
Georgia
$8K
AA
71
AlphaMark Advisors
Kentucky
$5K
SSB
72
Sandy Spring Bank
Maryland
$3K +$49 +2 +2%
HI
73
Harbour Investments
Wisconsin
$1K
California Public Employees Retirement System
74
California Public Employees Retirement System
California
-$1.04M -48,500 Closed
QI
75
QS Investors
New York
-$366K -17,100 Closed