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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
176
Global Retirement Partners
California
$23K +$35.4K +774 New
ODG
177
O'Dell Group
Ohio
$21K
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$20K +$2.15K +47 +10%
UBS Group
179
UBS Group
Switzerland
$18K -$447K -9,764 -96%
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$10K
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$9K +$1.42K +31 +15%
QCG
182
Quadrant Capital Group
Ohio
$9K +$10K +219 New
NFSG
183
Newbridge Financial Services Group
Florida
$5K
FF
184
FourThought Financial
Florida
$4K
CBT
185
Central Bank & Trust
Kentucky
$3K
EFS
186
Econ Financial Services
Pennsylvania
$3K
BEI
187
Benjamin Edwards Inc
Missouri
$3K +$3.02K +66 New
T
188
TCWP
Ohio
$3K +$4.03K +88 New
M&T Bank
189
M&T Bank
New York
$2K -$1.55M -33,870 -100%
FWM
190
Focused Wealth Management
New York
$2K
BWL
191
Bogart Wealth LLC
Virginia
$2K +$1.15K +25 +71%
MCC
192
Money Concepts Capital
Florida
$2K +$1.97K +43 New
ZB
193
Zions Bancorporation
Utah
$2K +$2.11K +46 New
CA
194
Clearstead Advisors
Ohio
$1K
BFEC
195
Benjamin F. Edwards & Company
Missouri
$1K +$1.24K +27 New
TPCW
196
TD Private Client Wealth
New York
$533 +$595 +13 New
PEP
197
Providence Equity Partners
Rhode Island
-$34.5M -629,000 Closed
Tiger Global Management
198
Tiger Global Management
New York
-$15.1M -275,000 Closed
First Trust Advisors
199
First Trust Advisors
Illinois
-$11.2M -204,898 Closed
SM
200
SCGE Management
California
-$9.64M -175,750 Closed