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PD

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
176
HBK Sorce Advisory
Pennsylvania
$13K +$387K +15,000 New
FWM
177
Focused Wealth Management
New York
$10K -$51.6K -2,000 -82%
TWA
178
TCI Wealth Advisors
Arizona
$7K – – –
WT
179
Whittier Trust
California
$6K – – –
FDCDDQ
180
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.77K – – –
HFM
181
Harvest Fund Management
China
$5K – – –
PA
182
Parallel Advisors
California
$5K +$2.04K +79 +53%
WFA
183
Wipfli Financial Advisors
Wisconsin
$5K +$5.81K +225 New
MCA
184
Maryland Capital Advisors
Maryland
$4K +$4.26K +165 New
S
185
SignatureFD
Georgia
$2K -$6.97K -270 -75%
SSB
186
Sandy Spring Bank
Maryland
$2K +$2.58K +100 New
BIA
187
Bell Investment Advisors
California
$1K -$516 -20 -48%
CMBA
188
C.M. Bidwell & Associates
Hawaii
$1K – – –
HI
189
Harbour Investments
Wisconsin
$1K – – –
MAM
190
Meeder Asset Management
Ohio
$1K – – –
NSIM
191
North Star Investment Management
Illinois
$1K – – –
EI
192
Ellevest Inc
New York
$1K +$1.52K +59 New
RWM
193
Raffa Wealth Management
District of Columbia
$715 +$800 +31 New
AWM
194
Abound Wealth Management
Tennessee
$554 +$620 +24 New
RA
195
Royce & Associates
New York
– -$9.29M -374,744 Closed
PC
196
Pier Capital
Connecticut
– -$7.07M -285,292 Closed
WCA
197
Whetstone Capital Advisors
Kansas
– -$6.86M -276,628 Closed
CCM
198
Cinctive Capital Management
New York
– -$5.32M -214,867 Closed
LCG
199
Lisanti Capital Growth
New York
– -$4.91M -197,944 Closed
KIP
200
Kayak Investment Partners
California
– -$1.77M -71,300 Closed
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