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Name Holding Trade Value Shares
Change
Change in
Stake
KG
351
Kilter Group
New York
$898 -$568 -7 -33%
PMAM
352
Picton Mahoney Asset Management
Ontario, Canada
$833 -$778K -9,586 -100%
DPW
353
DiNuzzo Private Wealth
Pennsylvania
$770
SIC
354
SJS Investment Consulting
Ohio
$770 +$406 +5 +71%
NB
355
NBT Bank
New York
$769 +$974 +12 New
PWA
356
Physician Wealth Advisors
Utah
$706 -$893 -11 -50%
AGWCA
357
Annis Gardner Whiting Capital Advisors
Florida
$706 +$893 +11 New
DF
358
Dunhill Financial
United Kingdom
$660 +$731 +9 +900%
GWM
359
Geneos Wealth Management
Colorado
$641
TPCW
360
TD Private Client Wealth
New York
$641
IAAG
361
Innovative Asset Advisors Group
Connecticut
$513 +$649 +8 New
BHWM
362
Bay Harbor Wealth Management
Maryland
$448
HIA
363
HFM Investment Advisors
New Jersey
$385 +$162 +2 +50%
ZBNA
364
Zions Bancorporation, National Association
Utah
$385 +$487 +6 New
VWM
365
Vermillion Wealth Management
Minnesota
$321 +$406 +5 New
SWP
366
Strategic Wealth Partners
Ohio
$312 +$406 +5 New
TC
367
Trust Company
Kansas
$258
IAIM
368
International Assets Investment Management
Florida
$250 +$325 +4 New
HFS
369
Hughes Financial Services
Virginia
$192 +$244 +3 New
TPWA
370
Twin Peaks Wealth Advisors
California
$128 +$162 +2 New
CPG
371
Cornerstone Planning Group
New Jersey
$66
HNB
372
Huntington National Bank
Ohio
$64 +$81 +1 New
RWM
373
Raffa Wealth Management
District of Columbia
$64 +$81 +1 New
RCM
374
Raleigh Capital Management
North Carolina
$4
Norges Bank
375
Norges Bank
Norway
-$60.4M -699,641 Closed