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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
126
Focused Wealth Management
New York
$66K
Osaic Holdings
127
Osaic Holdings
Arizona
$63K +$6.88K +94 +11%
MAM
128
Meeder Asset Management
Ohio
$53K +$24.5K +335 +74%
Canada Life
129
Canada Life
Manitoba, Canada
$48K
RFWA
130
RPg Family Wealth Advisory
Massachusetts
$38.5K
NFSG
131
Newbridge Financial Services Group
Florida
$27K +$29.3K +400 New
Koshinski Asset Management
132
Koshinski Asset Management
Illinois
$19.9K
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$18K -$7.18K -98 -26%
SWM
134
Spire Wealth Management
Virginia
$13K +$14.6K +200 New
PA
135
Parallel Advisors
California
$12K
PFGIA
136
Patriot Financial Group Insurance Agency
Massachusetts
$10K
IA
137
IFP Advisors
Florida
$9K
CWM
138
CarsonAllaria Wealth Management
Illinois
$9K +$9.52K +130 New
CWS
139
Confluence Wealth Services
Pennsylvania
$7K +$8.79K +120 New
TWA
140
TCI Wealth Advisors
Arizona
$5K +$2.78K +38 +106%
US Bancorp
141
US Bancorp
Minnesota
$5K +$2.86K +39 +111%
GAM
142
Gemmer Asset Management
California
$4K +$3.96K +54 New
HIA
143
Harbor Investment Advisory
Maryland
$3K +$3.66K +50 New
MCM
144
Manchester Capital Management
Vermont
$2K
S
145
SignatureFD
Georgia
$2K
APA
146
American Portfolios Advisors
New York
$1.66K -$1.83K -25 -50%
NOI
147
Newton One Investments
Delaware
$1K
GLA
148
Great Lakes Advisors
Illinois
-$11.2M -170,025 Closed
Two Sigma Investments
149
Two Sigma Investments
New York
-$12.1M -165,687 Closed
Millennium Management
150
Millennium Management
New York
-$9.3M -140,689 Closed