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Name Holding Trade Value Shares
Change
Change in
Stake
GPWA
351
Great Point Wealth Advisors
Massachusetts
$217K
SCA
352
Snowden Capital Advisors
New York
$217K +$184K +10,024 New
QPBE
353
Quintet Private Bank (Europe)
Luxembourg
$216K +$396K +21,555 New
AAS
354
Annex Advisory Services
Wisconsin
$216K +$183K +9,956 New
Squarepoint
355
Squarepoint
New York
$213K +$180K +9,789 New
MWM
356
Meridian Wealth Management
Kentucky
$211K +$178K +9,723 New
TIM
357
Total Investment Management
Arizona
$210K -$26.7K -1,454 -13%
Carson Wealth (CWM LLC)
358
Carson Wealth (CWM LLC)
Nebraska
$206K +$48.4K +2,639 +38%
CC
359
Centiva Capital
New York
$195K -$461K -25,098 -74%
PA
360
PSI Advisors
Florida
$195K +$9.08K +495 +6%
WTC
361
WhitTier Trust Company
Nevada
$162K
QCG
362
Quadrant Capital Group
Ohio
$158K +$239 +13 +0.2%
WI
363
Wahed Invest
New York
$152K +$16.5K +900 +15%
SFFS
364
Stonehage Fleming Financial Services
Jersey
$130K -$110K -6,000 -50%
GC
365
Garde Capital
Washington
$130K -$13.1K -713 -11%
Northwestern Mutual Wealth Management
366
Northwestern Mutual Wealth Management
Wisconsin
$125K +$21K +1,144 +25%
BC
367
Burleson & Co
California
$121K +$917 +50 +0.9%
IA
368
IFP Advisors
Florida
$116K
FSWA
369
Financial Synergies Wealth Advisors
Texas
$111K +$93.8K +5,110 New
NSIM
370
North Star Investment Management
Illinois
$105K
ED
371
Exane Derivatives
France
$103K -$109K -5,957 -56%
CB
372
CNB Bank
Pennsylvania
$96K
PMFA
373
Plante Moran Financial Advisors
Michigan
$96K +$36.7K +2,000 +83%
ZIG
374
Zullo Investment Group
Pennsylvania
$84K -$18.3K -1,000 -21%
ACA
375
Atlas Capital Advisors
Wyoming
$83.8K -$4.86K -265 -6%