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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
201
Baldwin Wealth Partners
Massachusetts
$765
CWC
202
Carolinas Wealth Consulting
North Carolina
$459 +$17 +1 +4%
JWA
203
JFS Wealth Advisors
Pennsylvania
$357 -$157 -9 -30%
ECM
204
Everence Capital Management
Indiana
$308
GWS
205
Glassman Wealth Services
Virginia
$255
SIC
206
SJS Investment Consulting
Ohio
$255 +$35 +2 +15%
AF
207
Advisornet Financial
Minnesota
$204 +$35 +2 +20%
DI
208
Disciplined Investments
Oklahoma
$187
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$170 +$175 +10 New
ZB
210
Zions Bancorporation
Utah
$153
TWP
211
TFO Wealth Partners
Ohio
$17 -$1.41K -81 -99%
RC
212
Roubaix Capital
Colorado
-$2.27M -138,384 Closed
MC
213
McMorgan & Co
California
-$1.63M -99,565 Closed
PFO
214
Pathstone Family Office
New Jersey
-$386K -46,670 Closed
Mackenzie Financial
215
Mackenzie Financial
Ontario, Canada
-$743K -45,260 Closed
First Trust Advisors
216
First Trust Advisors
Illinois
-$731K -44,529 Closed
SGI
217
Summit Global Investments
Utah
-$719K -43,774 Closed
Holocene Advisors
218
Holocene Advisors
New York
-$570K -34,704 Closed
BCM
219
Bayesian Capital Management
New York
-$552K -33,605 Closed
ETC
220
Exchange Traded Concepts
Oklahoma
-$549K -33,421 Closed
Allianz Asset Management
221
Allianz Asset Management
Germany
-$545K -33,196 Closed
HSBC Holdings
222
HSBC Holdings
United Kingdom
-$411K -25,035 Closed
TAM
223
Tocqueville Asset Management
New York
-$404K -24,623 Closed
E
224
Ergoteles
New York
-$337K -20,541 Closed
FRM
225
Fox Run Management
Connecticut
-$243K -14,789 Closed