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Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$2.62K +$2.73K +47 New
GWM
202
Geneos Wealth Management
Colorado
$2.55K
PWMG
203
Private Wealth Management Group
New Jersey
$2.1K +$2.15K +37 New
EWA
204
EverSource Wealth Advisors
Alabama
$2.04K +$988 +17 +89%
QCG
205
Quadrant Capital Group
Ohio
$1.7K
GK
206
Graney & King
New York
$1.7K +$1.74K +30 New
GI
207
GAMMA Investing
California
$1.59K -$1.39K -24 -46%
WA
208
WPG Advisers
Maryland
$1.53K +$1.57K +27 New
RIL
209
Rothschild Investment LLC
Illinois
$1.42K -$290 -5 -17%
PFBT
210
Parkside Financial Bank & Trust
Missouri
$1.25K
WA
211
Whipplewood Advisors
Colorado
$1.13K +$1.16K +20 New
SCM
212
Sterling Capital Management
North Carolina
$1.08K
PWA
213
Physician Wealth Advisors
Utah
$738 +$755 +13 New
CSB
214
City State Bank
Iowa
$567
MAS
215
MPWM Advisory Solutions
Georgia
$397 +$407 +7 New
TWD
216
True Wealth Design
Ohio
$171 +$174 +3 New
VNIM
217
Vaughan Nelson Investment Management
Texas
-$33.7M -547,863 Closed
AAM
218
Azzad Asset Management
Virginia
-$810K -13,189 Closed
MM
219
MQS Management
New York
-$695K -11,305 Closed
ECM
220
ExodusPoint Capital Management
New York
-$333K -5,423 Closed
SPA
221
Sherbrooke Park Advisers
New York
-$310K -5,039 Closed
CAM
222
Cresset Asset Management
Illinois
-$270K -4,402 Closed
MML Investors Services
223
MML Investors Services
Massachusetts
-$266K -4,328 Closed
TSS
224
Two Sigma Securities
New York
-$252K -4,098 Closed
PP
225
Paloma Partners
Connecticut
-$221K -3,600 Closed