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Name Holding Trade Value Shares
Change
Change in
Stake
TF
201
Tompkins Financial
New York
$35K
TSW
202
Thompson Siegel & Walmsley
Virginia
$30K
SWA
203
Sutton Wealth Advisors
Florida
$28.7K
LTFS
204
Ladenburg Thalmann Financial Services
Florida
$28K -$4.55K -205 -15%
BJ
205
BlackRock Japan
Japan
$28K +$4.15K +187 +20%
FHA
206
First Horizon Advisors
Tennessee
$24K
CG
207
Cutler Group
California
$20K -$17.4K -784 -49%
VCM
208
Versant Capital Management
Arizona
$17K
PA
209
Parallel Advisors
California
$17K +$15.5K +699 New
WA
210
WealthTrust-Arizona
Arizona
$15K
MFS
211
MSI Financial Services
Massachusetts
$10K -$422 -19 -4%
CFA
212
Carroll Financial Associates
North Carolina
$8K
QCG
213
Quadrant Capital Group
Ohio
$7K
JIC
214
Joel Isaacson & Co
New York
$6K
CFG
215
Citizens Financial Group
Rhode Island
$4K
GAM
216
Gemmer Asset Management
California
$4K
KT
217
Kanaly Trust
Texas
$4K
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$3K
TWA
219
TCI Wealth Advisors
Arizona
$1K
QI
220
QS Investors
New York
$1K +$600 +27 New
YWP
221
YorkBridge Wealth Partners
New York
$1K +$1.35K +61 New
KCM
222
Kennedy Capital Management
Missouri
-$1.74M -82,947 Closed
Citadel Advisors
223
Citadel Advisors
Florida
-$950K -45,301 Closed
CCA
224
Catalyst Capital Advisors
New York
-$699K -33,333 Closed
BG
225
Bahl & Gaynor
Ohio
-$617K -29,405 Closed