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Name Holding Trade Value Shares
Change
Change in
Stake
TFS
301
TrustCore Financial Services
Tennessee
$17K – – –
SBL
302
Sargent Bickham Lagudis
Colorado
$15K +$9.2K +84 +140%
EWA
303
Evolution Wealth Advisors
Florida
$14K +$6.36K +58 +75%
SFS
304
Sowell Financial Services
Arkansas
$13K +$15.3K +140 New
AWM
305
AllSquare Wealth Management
New York
$10K – – –
RFA
306
Reilly Financial Advisors
California
$9K – – –
NFSG
307
Newbridge Financial Services Group
Florida
$9K +$9.42K +86 New
SGAM
308
Smith Group Asset Management
Texas
$8K -$229K -2,090 -96%
HMS
309
Hanseatic Management Services
New Mexico
$7K – – –
Bessemer Group
310
Bessemer Group
New Jersey
$6K – – –
PA
311
Parallel Advisors
California
$6K – – –
S
312
SignatureFD
Georgia
$5K +$3.62K +33 +254%
EW
313
Evoke Wealth
California
$4K +$4.27K +39 New
IFAM
314
Institutional & Family Asset Management
Colorado
$2K -$1.21K -11 -38%
CWP
315
Concord Wealth Partners
Virginia
$2K – – –
GWS
316
Glassman Wealth Services
Virginia
$1K +$110 +1 +13%
EFSCE
317
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$767 +7 New
LC
318
Lindbrook Capital
California
$1K +$767 +7 New
MWP
319
Meridian Wealth Partners
Pennsylvania
$1K +$986 +9 New
ADIM
320
Alpha DNA Investment Management
Maryland
$1K +$1.21K +11 New
RWM
321
Raffa Wealth Management
District of Columbia
$508 +$548 +5 New
Artisan Partners
322
Artisan Partners
Wisconsin
– -$52.7M -529,941 Closed
Alyeska Investment Group
323
Alyeska Investment Group
Illinois
– -$14.3M -143,809 Closed
MAM
324
Madison Asset Management
Wisconsin
– -$6.99M -70,252 Closed
Axa
325
Axa
France
– -$6.38M -64,150 Closed