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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
651
AssetMark Inc
California
$3K -$174 -1 -7%
CBT
652
Capital Bank & Trust
California
$3K
LWM
653
Liberty Wealth Management
California
$3K
MPWT
654
MassMutual Private Wealth & Trust
Connecticut
$3K
VNA
655
Valley National Advisers
Pennsylvania
$3K
BC
656
Bartlett & Co
Ohio
$3K +$2.6K +15 New
TCOV
657
Trust Company of Vermont
Vermont
$3K +$2.95K +17 New
BCWM
658
Bartlett & Co Wealth Management
Ohio
$2.7K +$2.6K +15 New
FANJ
659
Financial Architects (New Jersey)
New Jersey
$2K -$138K -796 -99%
FHA
660
First Horizon Advisors
Tennessee
$2K
GWS
661
Glassman Wealth Services
Virginia
$2K +$1.22K +7 +233%
GRP
662
Global Retirement Partners
California
$2K +$1.74K +10 New
PB
663
Pinnacle Bancorp
Nebraska
$2K +$1.74K +10 New
BL
664
Balentine LLC
Georgia
$2K +$1.91K +11 New
HGWM
665
Harvest Group Wealth Management
Massachusetts
$1K
TWA
666
TCI Wealth Advisors
Arizona
$1K
TAIM
667
TD Ameritrade Investment Management
Nebraska
$1K +$174 +1 +25%
LWANC
668
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K +$1.04K +6 New
PWP
669
Personal Wealth Partners
Minnesota
$1K +$1.04K +6 New
SQA
670
Simon Quick Advisors
New Jersey
$901 +$868 +5 New
HAM
671
HHR Asset Management
New Jersey
-$24.7M -150,599 Closed
TI
672
Trexquant Investment
Connecticut
-$11M -67,332 Closed
CC
673
Cipher Capital
New York
-$11M -66,977 Closed
SCM
674
Stevens Capital Management
Pennsylvania
-$8.89M -54,272 Closed
AIM
675
Assured Investment Management
New York
-$7.27M -44,337 Closed