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Name Holding Trade Value Shares
Change
Change in
Stake
TWD
351
True Wealth Design
Ohio
$239 – – –
HM Payson & Co
352
HM Payson & Co
Maine
$221 – – –
RWM
353
Rialto Wealth Management
New York
$199 +$162 +32 +246%
HIA
354
HFM Investment Advisors
New Jersey
$181 +$137 +27 +193%
DPW
355
DiNuzzo Private Wealth
Pennsylvania
$177 – – –
Salem Investment Counselors
356
Salem Investment Counselors
North Carolina
$177 +$203 +40 New
TD Private Client Wealth
357
TD Private Client Wealth
New York
$155 +$178 +35 New
Atlantic Union Bankshares
358
Atlantic Union Bankshares
Virginia
$146 – – –
BHWM
359
Bay Harbor Wealth Management
Maryland
$101 +$25 +5 +28%
AWM
360
Abound Wealth Management
Tennessee
$98 – – –
HC
361
Hurley Capital
New York
$88 – – –
CPG
362
Cornerstone Planning Group
New Jersey
$78 – – –
TBFA
363
Three Bearings Fiduciary Advisors
New Hampshire
$67 – – –
Walleye Capital
364
Walleye Capital
New York
$57 -$993K -195,685 -100%
VWM
365
Vermillion Wealth Management
Minnesota
$49 +$56 +11 New
Huntington National Bank
366
Huntington National Bank
Ohio
$44 -$1.47K -290 -97%
MCM
367
MV Capital Management
Maryland
$36 – – –
DF
368
Dunhill Financial
United Kingdom
$28 – – –
MWPCG
369
Measured Wealth Private Client Group
New Hampshire
$18 – – –
Heritage Wealth Advisors
370
Heritage Wealth Advisors
Virginia
$13 – – –
KFAS
371
Keating Financial Advisory Services
Kansas
$9 -$543 -107 -98%
AF
372
Advisornet Financial
Minnesota
$9 – – –
KFI
373
Key Financial Inc
Pennsylvania
$9 – – –
Two Sigma Advisers
374
Two Sigma Advisers
New York
– -$30.9M -6,796,300 Closed
Freestone Grove Partners
375
Freestone Grove Partners
California
– -$3.56M -783,465 Closed