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Name Holding Trade Value Shares
Change
Change in
Stake
GI
351
Gradient Investments
Minnesota
$850 +$864 +53 New
TWD
352
True Wealth Design
Ohio
$835
FWM
353
Focused Wealth Management
New York
$764 +$16 +1 +2%
PWMG
354
Prestige Wealth Management Group
New Jersey
$626 +$636 +39 New
TFM
355
TFC Financial Management
Massachusetts
$610 +$619 +38 New
CWC
356
Carolinas Wealth Consulting
North Carolina
$593 -$375 -23 -38%
OIA
357
Optimum Investment Advisors
Illinois
$545
VWM
358
Venturi Wealth Management
Texas
$482 +$489 +30 New
TWP
359
TFO Wealth Partners
Ohio
$337
HIA
360
Harbor Investment Advisory
Maryland
$321
VCM
361
Versant Capital Management
Arizona
$321
SWA
362
SOA Wealth Advisors
New York
$225
EWM
363
Evermay Wealth Management
Virginia
$129
RI
364
Ridgewood Investments
New Jersey
$98
TC
365
TwinBeech Capital
New York
-$15.3M -826,386 Closed
Point72 Asset Management
366
Point72 Asset Management
Connecticut
-$14.4M -775,862 Closed
Wellington Management Group
367
Wellington Management Group
Massachusetts
-$8.77M -473,610 Closed
GLA
368
Great Lakes Advisors
Illinois
-$7.88M -425,916 Closed
CFM
369
Capricorn Fund Managers
United Kingdom
-$7.32M -395,668 Closed
VC
370
Vestor Capital
Illinois
-$7.1M -383,442 Closed
WCCM
371
Webs Creek Capital Management
Texas
-$6.48M -350,000 Closed
MLIM
372
Mountain Lake Investment Management
Florida
-$3.98M -215,000 Closed
SAM
373
Scion Asset Management
California
-$2.66M -143,594 Closed
WBC
374
Westpac Banking Corp
Australia
-$2.59M -139,913 Closed
CM
375
Castleark Management
Illinois
-$2.02M -108,890 Closed