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Marcus & Millichap

Name Holding Trade Value Shares
Change
Change in
Stake
ZBNA
176
Zions Bancorporation, National Association
Utah
$468 – – –
GWM
177
Gilpin Wealth Management
Colorado
$406 – – –
IPS
178
Investors Portfolio Services
Washington
$374 +$344 +12 New
FFO
179
Fortitude Family Office
Arizona
$312 +$287 +10 New
AW
180
Ankerstar Wealth
Texas
$249 -$143 -5 -38%
PMFA
181
Plante Moran Financial Advisors
Michigan
$218 +$201 +7 New
JWM
182
JPL Wealth Management
Colorado
$63 +$57 +2 New
WETS
183
Wealth Enhancement Trust Services
South Dakota
$62 +$57 +2 New
DF
184
Dunhill Financial
United Kingdom
$43 – – –
FGP
185
Freestone Grove Partners
California
$31 – – –
DCM
186
Davis Capital Management
Florida
$31 +$29 +1 New
HFS
187
Hughes Financial Services
Virginia
$31 +$29 +1 New
AG
188
Algert Global
California
– -$11M -411,847 Closed
Tudor Investment Corp
189
Tudor Investment Corp
Connecticut
– -$2.67M -100,428 Closed
Pacer Advisors
190
Pacer Advisors
Pennsylvania
– -$2.41M -90,666 Closed
Point72 Asset Management
191
Point72 Asset Management
Connecticut
– -$1.22M -45,972 Closed
Citadel Advisors
192
Citadel Advisors
Florida
– -$853K -32,072 Closed
HSBC Holdings
193
HSBC Holdings
United Kingdom
– -$680K -25,529 Closed
EC
194
EntryPoint Capital
New York
– -$514K -19,322 Closed
GAM
195
Gotham Asset Management
New York
– -$210K -7,885 Closed
CIP
196
Cornerstone Investment Partners
Georgia
– -$204K -7,668 Closed
BNP Paribas Asset Management
197
BNP Paribas Asset Management
France
– -$18.9K -712 Closed
QCG
198
Quadrant Capital Group
Ohio
– -$6.33K -238 Closed
MCM
199
MAI Capital Management
Ohio
– -$4.79K -180 Closed
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
– -$1.78K -67 Closed