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Marcus & Millichap

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$1.78K +$1.76K +67 New
RFP
152
Root Financial Partners
California
$1.75K +$1.71K +65 +6,500%
Optiver Holding
153
Optiver Holding
Netherlands
$1.7K -$211 -8 -11%
BWA
154
Basecamp Wealth Advisors
Washington
$1.65K +$1.63K +62 New
PFBT
155
Parkside Financial Bank & Trust
Missouri
$1.33K +$1.18K +45 +900%
PA
156
Parallel Advisors
California
$1.09K +$789 +30 +273%
WPA
157
Wealth Preservation Advisors
Tennessee
$1.06K +$1.05K +40 New
TWD
158
True Wealth Design
Ohio
$958 +$842 +32 +800%
PWA
159
Physician Wealth Advisors
Utah
$958 +$947 +36 New
SIC
160
SJS Investment Consulting
Ohio
$958 +$947 +36 New
CMA
161
Cedar Mountain Advisors
Oregon
$745 +$710 +27 +2,700%
BIA
162
Bell Investment Advisors
California
$532 +$526 +20 New
FMII
163
Farmers & Merchants Investments Inc
Nebraska
$399 -$105 -4 -21%
MPWT
164
MassMutual Private Wealth & Trust
Connecticut
$399 +$395 +15 New
ZBNA
165
Zions Bancorporation, National Association
Utah
$399 +$395 +15 New
AW
166
Ankerstar Wealth
Texas
$348 +$342 +13 New
GWM
167
Gilpin Wealth Management
Colorado
$346 +$342 +13 New
ASN
168
Advisory Services Network
Georgia
$186 +$184 +7 New
AAP
169
Arax Advisory Partners
Colorado
$80 +$53 +2 +200%
DF
170
Dunhill Financial
United Kingdom
$37
FGP
171
Freestone Grove Partners
California
$27 +$26 +1 New
TPWA
172
Twin Peaks Wealth Advisors
California
$27 +$26 +1 New
Lord, Abbett & Co
173
Lord, Abbett & Co
New Jersey
-$10.5M -383,133 Closed
Jennison Associates
174
Jennison Associates
New York
-$7.66M -280,730 Closed
Jane Street
175
Jane Street
New York
-$7.36M -269,722 Closed