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Name Holding Trade Value Shares
Change
Change in
Stake
LSA
101
Leonteq Securities AG
Switzerland
$102 – – –
TWC
102
TD Waterhouse Canada
Ontario, Canada
$90 +$126 +125 New
RFP
103
Root Financial Partners
California
$82 – – –
BBPWM
104
Blue Bell Private Wealth Management
Pennsylvania
$77 – – –
S
105
Sachetta
Massachusetts
$58 – – –
PFBT
106
Parkside Financial Bank & Trust
Missouri
$55 – – –
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$48 -$91 -90 -59%
DF
108
DecisionPoint Financial
Arizona
$42 – – –
PA
109
Parallel Advisors
California
$31 – – –
AAP
110
Arax Advisory Partners
Colorado
$23 -$24 -24 -80%
KB
111
Kimelman & Baird
New York
$20 – – –
CFO
112
CVA Family Office
Colorado
$18 – – –
FFA
113
Farther Finance Advisors
California
$16 +$22 +22 New
WSA
114
Wealth Science Advisors
Georgia
$14 +$10 +10 New
BMC
115
Bear Mountain Capital
Washington
$12 – – –
FGA
116
Fortis Group Advisors
New Jersey
$12 – – –
EAM
117
Eukles Asset Management
Ohio
$7 – – –
GSWM
118
Golden State Wealth Management
California
$7 – – –
MG
119
Mather Group
Illinois
$3 +$4 +4 New
TCM
120
Triumph Capital Management
Colorado
$2 – – –
LFG
121
Larson Financial Group
Missouri
$1 -$224 -223 -100%
SPIA
122
Steward Partners Investment Advisory
New York
$1 +$1 +1 New
Point72 Asset Management
123
Point72 Asset Management
Connecticut
– -$3.75M -3,731,069 Closed
EI
124
EAM Investors
California
– -$438K -310,438 Closed
QT
125
Quantbot Technologies
New York
– -$230K -163,421 Closed