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Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
251
Parkside Financial Bank & Trust
Missouri
$3.37K
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$3K
PTC
253
Private Trust Company
Ohio
$2.55K
SAG
254
SageView Advisory Group
California
$2.46K +$2.46K +30 New
CWM
255
Cranbrook Wealth Management
Michigan
$2.3K
TFA
256
Transamerica Financial Advisors
Florida
$2.13K +$2.13K +26 New
SAM
257
Smartleaf Asset Management
Massachusetts
$1.81K +$1.8K +22 New
PWA
258
Physician Wealth Advisors
Utah
$1.81K +$1.39K +17 +340%
WIM
259
Westside Investment Management
California
$1.56K +$1.56K +19 New
MCM
260
MAI Capital Management
Ohio
$1.31K
GI
261
GAMMA Investing
California
$1.31K +$902 +11 +220%
SEP
262
Signature Equity Partners
Ohio
$1.15K +$1.15K +14 New
BWA
263
Basecamp Wealth Advisors
Washington
$985 +$984 +12 New
RF
264
Rossby Financial
Florida
$903
SWM
265
SHP Wealth Management
Massachusetts
$903 +$902 +11 New
PWAM
266
Private Wealth Asset Management
Iowa
$821
AFC
267
Ares Financial Consulting
California
$657 +$656 +8 New
FHA
268
Flagship Harbor Advisors
Massachusetts
$657 +$656 +8 New
YAL
269
Your Advocates Ltd
Texas
$493
Fifth Third Bancorp
270
Fifth Third Bancorp
Ohio
$328 +$164 +2 +100%
DT
271
DV Trading
Illinois
$246 +$246 +3 New
HNB
272
Huntington National Bank
Ohio
$82
D.E. Shaw & Co
273
D.E. Shaw & Co
New York
-$50.6M -540,695 Closed
Voloridge Investment Management
274
Voloridge Investment Management
Florida
-$41M -438,177 Closed
BGM
275
Burkehill Global Management
New York
-$21.1M -225,000 Closed