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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
301
Focused Wealth Management
New York
$2.43K – – –
TFGT
302
TS Financial Group (TSFG)
Illinois
$2K +$2.09K +41 New
FA
303
Fiduciary Alliance
South Carolina
$1.95K +$2.04K +40 New
NA
304
NewEdge Advisors
Louisiana
$1.8K -$54.3K -1,065 -97%
BAAM
305
Baker Avenue Asset Management
California
$1.22K – – –
CAL
306
Capital Advisors Ltd
Ohio
$1K – – –
IA
307
IFP Advisors
Florida
$730 – – –
MA
308
Montag & Associates
Georgia
$682 -$51 -1 -7%
BWM
309
BerganKDV Wealth Management
Minnesota
$584 – – –
GRP
310
Global Retirement Partners
California
$584 – – –
FFA
311
Farther Finance Advisors
California
$292 – – –
EWA
312
EverSource Wealth Advisors
Alabama
$292 +$306 +6 New
M
313
MOTCO
Texas
$292 +$306 +6 New
CFO
314
CVA Family Office
Colorado
$243 – – –
RWM
315
Raffa Wealth Management
District of Columbia
$243 – – –
MCM
316
Manchester Capital Management
Vermont
$195 +$204 +4 New
VCM
317
Versant Capital Management
Arizona
$146 +$153 +3 New
Voloridge Investment Management
318
Voloridge Investment Management
Florida
– -$15.2M -273,640 Closed
LCG
319
Lisanti Capital Growth
New York
– -$10.7M -193,560 Closed
HF
320
HRT Financial
New York
– -$9.81M -176,637 Closed
C
321
Certuity
Florida
– -$167K -167,000 Closed
LOAMS
322
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$9.27M -166,879 Closed
PCM
323
Portolan Capital Management
Massachusetts
– -$8.39M -151,032 Closed
WEG
324
World Equity Group
Illinois
– -$980K -95,533 Closed
IHAM
325
Integral Health Asset Management
New York
– -$4.16M -75,000 Closed