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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Abound Wealth Management
Tennessee
$599
RWM
77
Raffa Wealth Management
District of Columbia
$598
AssetMark Inc
78
AssetMark Inc
California
$524 +$601 +28 New
Osaic Holdings
79
Osaic Holdings
Arizona
$356 -$623 -29 -60%
PS
80
Principal Securities
Iowa
$318 -$365 -17 -50%
Millennium Management
81
Millennium Management
New York
-$1.39M -63,898 Closed
RS
82
R Squared
Hong Kong
-$315K -14,488 Closed
LNWWM
83
Laird Norton Wetherby Wealth Management
California
-$290K -13,340 Closed
BP
84
Ballentine Partners
Massachusetts
-$278K -12,769 Closed
Natixis Advisors
85
Natixis Advisors
Massachusetts
-$220K -10,090 Closed
AG
86
Ascent Group
Virginia
-$219K -10,082 Closed
ECM
87
Evergreen Capital Management
Washington
-$201K -9,229 Closed
BIG
88
Brooklyn Investment Group
New York
-$124K -5,712 Closed
BCM
89
Barometer Capital Management
Ontario, Canada
-$114K -5,224 Closed
NC
90
NewSquare Capital
Pennsylvania
-$13.9K -638 Closed
Raymond James Financial
91
Raymond James Financial
Florida
-$10.9K -500 Closed
AAS
92
Ameritas Advisory Services
Nebraska
-$7.07K -325 Closed
BBHC
93
Brown Brothers Harriman & Co
New York
-$1.87K -86 Closed
TPWA
94
Twin Peaks Wealth Advisors
California
-$1.95K -85 Closed
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
-$1.37K -63 Closed
Barclays
96
Barclays
United Kingdom
-$1.18K -54 Closed
SO
97
Sierra Ocean
California
-$979 -45 Closed
IA
98
IFP Advisors
Florida
-$870 -40 Closed
WSFS
99
Wilmington Savings Fund Society
Delaware
-$783 -36 Closed
SPIA
100
Steward Partners Investment Advisory
New York
-$87 -4 Closed