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Materion

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
326
Rialto Wealth Management
New York
$290 – – –
DPW
327
DiNuzzo Private Wealth
Pennsylvania
$290 +$145 +1 +100%
HIA
328
HFM Investment Advisors
New Jersey
$289 – – –
AWM
329
Abound Wealth Management
Tennessee
$145 -$145 -1 -50%
HFS
330
Hughes Financial Services
Virginia
$145 +$145 +1 New
VWM
331
Vermillion Wealth Management
Minnesota
$145 +$145 +1 New
BHWM
332
Bay Harbor Wealth Management
Maryland
$144 – – –
FLP
333
Financial Life Planners
Arizona
$90 +$145 +1 New
FMI
334
F/M Investments
District of Columbia
– -$4.4M -35,373 Closed
SG Americas Securities
335
SG Americas Securities
New York
– -$3.83M -30,806 Closed
JCIA
336
Jackson Creek Investment Advisors
Colorado
– -$1.96M -15,768 Closed
Susquehanna Fundamental Investments
337
Susquehanna Fundamental Investments
Pennsylvania
– -$1.05M -8,423 Closed
Engineers Gate Manager
338
Engineers Gate Manager
New York
– -$797K -6,407 Closed
Caption Management
339
Caption Management
Oklahoma
– -$721K -5,800 Closed
Verition Fund Management
340
Verition Fund Management
Connecticut
– -$646K -5,200 Closed
PCM
341
Polymer Capital Management
New York
– -$451K -3,628 Closed
A
342
AlphaQuest
New York
– -$431K -3,465 Closed
TSS
343
Two Sigma Securities
New York
– -$292K -2,348 Closed
IEQ Capital
344
IEQ Capital
California
– -$252K -2,026 Closed
Focus Partners Wealth
345
Focus Partners Wealth
Massachusetts
– -$224K -1,805 Closed
Mariner
346
Mariner
Kansas
– -$214K -1,724 Closed
Profund Advisors
347
Profund Advisors
Maryland
– -$205K -1,650 Closed
CWMS
348
CFG Wealth Management Services
Indiana
– -$54.7K -440 Closed
Kestra Advisory Services
349
Kestra Advisory Services
Texas
– -$40.3K -324 Closed
CIAS
350
CBIZ Investment Advisory Services
Ohio
– -$27.9K -224 Closed