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Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
501
Squar Milner Financial Services
California
$3K
TFO
502
Tarbox Family Office
California
$3K
WCM
503
Whitener Capital Management
North Carolina
$3K +$42 +2 +1%
CQS
504
Credential Qtrade Securities
$2.92K +$2.97K +143 New
SFSIG
505
San Francisco Sentry Investment Group
California
$2K -$581 -28 -23%
AWM
506
Avior Wealth Management
Nebraska
$2K
DAM
507
Delta Asset Management
Tennessee
$2K
GC
508
Globeflex Capital
California
$2K +$1.56K +75 New
DWM
509
Doyle Wealth Management
Florida
$2K +$1.91K +92 New
EWA
510
Evolution Wealth Advisors
Florida
$2K +$2.1K +101 New
GAM
511
Griffin Asset Management
New York
$2K +$2.18K +105 New
SWA
512
Sutton Wealth Advisors
Florida
$1.66K
BBHC
513
Brown Brothers Harriman & Co
New York
$1K -$122K -5,899 -99%
VCM
514
Versant Capital Management
Arizona
$1K -$498 -24 -25%
CFG
515
Citizens Financial Group
Rhode Island
$1K
LPWM
516
Lake Point Wealth Management
Texas
$1K
ME
517
McIlrath & Eck
Washington
$1K
PFSC
518
Peoples Financial Services Corp
Pennsylvania
$1K
TFGT
519
TS Financial Group (TSFG)
Illinois
$1K
BWM
520
Baystate Wealth Management
Massachusetts
$1K +$21 +1 +3%
TWA
521
TCI Wealth Advisors
Arizona
$1K +$560 +27 +87%
ClearBridge Investments
522
ClearBridge Investments
New York
$1K +$664 +32 New
AIS
523
Accurate Investment Solutions
Pennsylvania
$1K +$1.23K +59 New
BWM
524
BerganKDV Wealth Management
Minnesota
$1K +$1.33K +64 New
Renaissance Technologies
525
Renaissance Technologies
New York
-$18.7M -968,600 Closed