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Name Holding Trade Value Shares
Change
Change in
Stake
CFM
826
Cornerstone Financial Management
Massachusetts
$1.09K -$426 -2 -33%
1CP
827
1015 Capital Partners
Pennsylvania
$1.09K – – –
TCM
828
Triumph Capital Management
Colorado
$1.09K – – –
DF
829
Downshift Financial
Colorado
$1.09K +$853 +4 New
DF
830
DecisionPoint Financial
Arizona
$829 +$213 +1 +50%
GIA
831
GHP Investment Advisors
Colorado
$815 – – –
QWM
832
Quaker Wealth Management
New Jersey
$815 – – –
CTC
833
Central Trust Company
Missouri
$815 +$426 +2 +200%
AF
834
Advisornet Financial
Minnesota
$814 – – –
BFS
835
Bare Financial Services
Pennsylvania
$814 – – –
MB
836
MidFirst Bank
Oklahoma
$814 – – –
DCM
837
Davis Capital Management
Florida
$814 +$426 +2 +200%
PEAK6
838
PEAK6
Illinois
$608 -$264K -1,238 -100%
MG
839
Mather Group
Illinois
$543 -$1.07K -5 -71%
GWP
840
Gen-Wealth Partners
Michigan
$543 – – –
SA
841
Seneschal Advisors
Washington
$543 – – –
SWM
842
SHP Wealth Management
Massachusetts
$543 +$213 +1 +100%
RJA
843
Ross\Johnson & Associates
Minnesota
$543 +$426 +2 New
SWM
844
Spire Wealth Management
Virginia
$543 +$426 +2 New
HHGA
845
Halbert Hargrove Global Advisors
California
$429 +$426 +2 New
TFM
846
TFC Financial Management
Massachusetts
$272 – – –
HNW
847
High Note Wealth
Minnesota
$271 +$213 +1 New
MWM
848
Mascoma Wealth Management
New Hampshire
$271 +$213 +1 New
PMFA
849
Plante Moran Financial Advisors
Michigan
$271 +$213 +1 New
Renaissance Technologies
850
Renaissance Technologies
New York
– -$39.5M -197,500 Closed