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Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
176
National Bank of Canada
Quebec, Canada
$753 – – –
JWA
177
JFS Wealth Advisors
Pennsylvania
$721 – – –
HWM
178
HighMark Wealth Management
Minnesota
$589 – – –
PGAM
179
Princeton Global Asset Management
New Jersey
$524 – – –
PWMG
180
Private Wealth Management Group
New Jersey
$524 – – –
PFBT
181
Parkside Financial Bank & Trust
Missouri
$492 +$523 +15 New
CSC
182
Caldwell Sutter Capital
California
$491 – – –
AIM
183
Anchor Investment Management
South Carolina
$458 – – –
EverSource Wealth Advisors
184
EverSource Wealth Advisors
Alabama
$426 -$105 -3 -19%
BIA
185
Bell Investment Advisors
California
$361 – – –
AssetMark Inc
186
AssetMark Inc
California
$360 -$70 -2 -15%
SC
187
Stephens Consulting
Michigan
$328 +$349 +10 New
VWM
188
Vermillion Wealth Management
Minnesota
$327 – – –
AWM
189
Atticus Wealth Management
Florida
$262 – – –
SIC
190
SJS Investment Consulting
Ohio
$197 – – –
WA
191
WPG Advisers
Maryland
$196 – – –
IFP Advisors
192
IFP Advisors
Florida
$164 – – –
NFSG
193
Newbridge Financial Services Group
Florida
$131 – – –
SBI Securities
194
SBI Securities
Japan
$98 -$35 -1 -25%
Principal Securities
195
Principal Securities
Iowa
$71 – – –
Clearstead Advisors
196
Clearstead Advisors
Ohio
$66 – – –
Group One Trading
197
Group One Trading
Illinois
$33 – – –
PWM
198
Parkworth Wealth Management
California
$33 – – –
Jefferies Financial Group
199
Jefferies Financial Group
New York
– -$3.11M -87,400 Closed
PCM
200
Pinnbrook Capital Management
New York
– -$2.84M -79,660 Closed