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JBTM

JBT Marel

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
226
Valeo Financial Advisors
Indiana
$9K – – –
PFBT
227
Parkside Financial Bank & Trust
Missouri
$9K +$1.05K +11 +13%
CWC
228
Carolinas Wealth Consulting
North Carolina
$9K +$8.91K +93 New
PFGIA
229
Patriot Financial Group Insurance Agency
Massachusetts
$6K – – –
DAM
230
Delta Asset Management
Tennessee
$6K +$5.75K +60 New
CAPTRUST Financial Advisors
231
CAPTRUST Financial Advisors
North Carolina
$5K +$5.75K +60 New
APA
232
American Portfolios Advisors
New York
$3.95K – – –
CFGS
233
Concourse Financial Group Securities
Alabama
$3K – – –
TFO
234
Tarbox Family Office
California
$3K – – –
TWA
235
TCI Wealth Advisors
Arizona
$3K – – –
FHA
236
Flagship Harbor Advisors
Massachusetts
$2K -$7.86K -82 -75%
BCA
237
Berman Capital Advisors
Georgia
$2K – – –
IFAM
238
Institutional & Family Asset Management
Colorado
$2K – – –
AA
239
Ancora Advisors
Ohio
$1K – – –
FWM
240
Focused Wealth Management
New York
$1K – – –
HGWM
241
Harvest Group Wealth Management
Massachusetts
$1K – – –
JCM
242
Jacobi Capital Management
Pennsylvania
$1K – – –
S
243
SignatureFD
Georgia
$1K – – –
BWA
244
BDO Wealth Advisors
Florida
$1K +$671 +7 New
MAP
245
Moody Aldrich Partners
Massachusetts
– -$3.65M -42,487 Closed
RC
246
Roubaix Capital
Colorado
– -$1.8M -20,964 Closed
Balyasny Asset Management
247
Balyasny Asset Management
Illinois
– -$849K -9,869 Closed
SG Americas Securities
248
SG Americas Securities
New York
– -$462K -5,367 Closed
MFG
249
Magnus Financial Group
New York
– -$380K -4,412 Closed
TNA
250
True North Advisors
Texas
– -$344K -4,000 Closed