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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
351
Glassman Wealth Services
Virginia
$642 – – –
SIS
352
Sound Income Strategies
Florida
$566 -$1.83K -94 -76%
BIA
353
Bell Investment Advisors
California
$529 – – –
PWMG
354
Private Wealth Management Group
New Jersey
$491 +$506 +26 New
DZ Bank
355
DZ Bank
Germany
$478 -$70K -3,600 -99%
PMFA
356
Plante Moran Financial Advisors
Michigan
$453 – – –
Kayne Anderson Rudnick Investment Management
357
Kayne Anderson Rudnick Investment Management
California
$434 – – –
GPFA
358
Game Plan Financial Advisors
Ohio
$396 +$409 +21 New
VCM
359
Versant Capital Management
Arizona
$378 – – –
KSWA
360
Kathleen S. Wright Associates
Pennsylvania
$313 – – –
FSWA
361
Financial Synergies Wealth Advisors
Texas
$304 -$117 -6 -26%
TIM
362
Tortoise Investment Management
New York
$283 – – –
GI
363
Gradient Investments
Minnesota
$254 – – –
TPCW
364
TD Private Client Wealth
New York
$227 – – –
CA
365
Crewe Advisors
Utah
$189 -$117 -6 -38%
LWANC
366
Laurel Wealth Advisors (North Carolina)
North Carolina
$189 – – –
RF
367
Robbins Farley
New Hampshire
$189 – – –
SIC
368
Salem Investment Counselors
North Carolina
$189 – – –
FG
369
Fairman Group
Pennsylvania
$189 +$195 +10 New
RS
370
Rakuten Securities
Japan
$189 +$195 +10 New
MCM
371
Manchester Capital Management
Vermont
$114 – – –
WWM
372
Wolff Wiese Magana
California
$38 – – –
ASN
373
Advisory Services Network
Georgia
$5 – – –
JCAM
374
Jericho Capital Asset Management
New York
– -$76.8M -3,487,000 Closed
MGCM
375
Mane Global Capital Management
New York
– -$27M -1,224,721 Closed