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Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
651
Parkside Financial Bank & Trust
Missouri
$3K -$18.1K -72 -87%
FHC
652
First Horizon Corporation
Tennessee
$3K -$1K -4 -21%
FP
653
Fiduciary Planning
Florida
$3K – – –
IF
654
Ironwood Financial
Arizona
$3K – – –
TFO
655
Tarbox Family Office
California
$3K – – –
T2I
656
Turim 21 Investimentos
Brazil
$3K +$3.27K +13 New
TWA
657
TCI Wealth Advisors
Arizona
$3K +$3.77K +15 New
TPCW
658
TD Private Client Wealth
New York
$2.65K – – –
BCH
659
Berkshire Capital Holdings
California
$2K -$37.4M -148,870 -100%
CAM
660
ClariVest Asset Management
California
$2K – – –
SFO
661
Standard Family Office
South Dakota
$2K +$503 +2 +29%
WCM
662
Wealthcare Capital Management
Virginia
$2K +$2.01K +8 New
GRP
663
Global Retirement Partners
California
$2K +$2.51K +10 New
HFS
664
Horizon Financial Services
North Carolina
$2K +$2.51K +10 New
TFM
665
TFC Financial Management
Massachusetts
$2K +$2.51K +10 New
PWMG
666
Prestige Wealth Management Group
New Jersey
$2K +$2.76K +11 New
CA
667
Crewe Advisors
Utah
$1K – – –
BC
668
Burleson & Co
California
$1K +$754 +3 New
CCM
669
Covington Capital Management
California
$1K +$754 +3 New
IFAM
670
Institutional & Family Asset Management
Colorado
$1K +$754 +3 New
AF
671
Allworth Financial
California
$1K +$1.26K +5 New
BCWM
672
Bartlett & Co Wealth Management
Ohio
$441 – – –
GFPC
673
Global Financial Private Client
Florida
$230 – – –
WRCM
674
Whale Rock Capital Management
Massachusetts
– -$126M -495,193 Closed
Holocene Advisors
675
Holocene Advisors
New York
– -$125M -492,782 Closed