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Name Holding Trade Value Shares
Change
Change in
Stake
Legacy Financial Group (Iowa)
301
Legacy Financial Group (Iowa)
Iowa
$469 +$671 +102 New
AAG
302
Armstrong Advisory Group
Massachusetts
$460 – – –
FHA
303
First Horizon Advisors
Tennessee
$460 +$658 +100 New
GI
304
Gradient Investments
Minnesota
$460 +$658 +100 New
RAM
305
Riggs Asset Management
Pennsylvania
$387 – – –
SIC
306
SJS Investment Consulting
Ohio
$341 +$20 +3 +4%
PWMG
307
Prestige Wealth Management Group
New Jersey
$290 – – –
GEA
308
Glen Eagle Advisors
New Jersey
$276 – – –
IA
309
IFP Advisors
Florida
$230 -$1.64K -250 -83%
HPC
310
HM Payson & Co
Maine
$230 – – –
WT
311
Washington Trust
Rhode Island
$230 – – –
SSB
312
Sandy Spring Bank
Maryland
$138 – – –
CPG
313
Cornerstone Planning Group
New Jersey
$74 – – –
BBHC
314
Brown Brothers Harriman & Co
New York
$46 -$2.22K -337 -97%
JWA
315
JFS Wealth Advisors
Pennsylvania
$33 -$1.16K -177 -96%
HWA
316
Heritage Wealth Advisors
Virginia
$14 – – –
AWM
317
Avior Wealth Management
Nebraska
$13 – – –
CAS
318
Coppell Advisory Solutions
Texas
$13 +$13 +2 New
AF
319
Advisornet Financial
Minnesota
$9 -$513 -78 -98%
KFI
320
Key Financial Inc
Pennsylvania
$9 – – –
TIM
321
Tortoise Investment Management
New York
$9 – – –
Two Sigma Investments
322
Two Sigma Investments
New York
– -$39.1M -5,941,783 Closed
Squarepoint
323
Squarepoint
New York
– -$13.2M -2,010,385 Closed
JF
324
Jump Financial
Illinois
– -$6.01M -678,887 Closed
Capstone Investment Advisors
325
Capstone Investment Advisors
New York
– -$5.92M -668,453 Closed