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Name Holding Trade Value Shares
Change
Change in
Stake
CG
226
Cutler Group
California
$32K +$25.6K +450 New
NFG
227
Next Financial Group
Texas
$29K +$22.7K +400 New
Walleye Trading
228
Walleye Trading
New York
$25K +$19.3K +340 New
CIA
229
CSat Investment Advisory
Michigan
$20K +$2.1K +37 +15%
TCOV
230
Trust Company of Vermont
Vermont
$18K +$14.2K +250 New
AW
231
Alpha Windward
Massachusetts
$16K -$8.59K -151 -41%
FFA
232
Founders Financial Alliance
North Carolina
$13K +$11.1K +196 New
TFS
233
TrustCore Financial Services
Tennessee
$12K +$9.66K +170 New
PFO
234
Pathstone Family Office
New Jersey
$11K +$8.53K +150 New
EWA
235
Evolution Wealth Advisors
Florida
$9K +$7.33K +129 New
CAPTRUST Financial Advisors
236
CAPTRUST Financial Advisors
North Carolina
$8K
AWM
237
AllSquare Wealth Management
New York
$7K
WEC
238
Winslow Evans & Crocker
Massachusetts
$6K
TWA
239
TCI Wealth Advisors
Arizona
$5K
PNC Financial Services Group
240
PNC Financial Services Group
Pennsylvania
$5K +$398 +7 +10%
HMS
241
Hanseatic Management Services
New Mexico
$5K +$3.81K +67 New
Bessemer Group
242
Bessemer Group
New Jersey
$4K
GWS
243
Glassman Wealth Services
Virginia
$1K
OSAM
244
O'Shaughnessy Asset Management
Connecticut
$1K
CFB
245
Cullen/Frost Bankers
Texas
$1K +$569 +10 New
PA
246
Parallel Advisors
California
$1K +$853 +15 New
CWC
247
Carolinas Wealth Consulting
North Carolina
$1K +$910 +16 New
ABC
248
Associated Banc-Corp
Wisconsin
$1K +$967 +17 New
IFAM
249
Institutional & Family Asset Management
Colorado
$1K +$1.14K +20 New
FCA
250
FinTrust Capital Advisors
South Carolina
$42 +$28.4K +500 +602%