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Pricesmart

Name Holding Trade Value Shares
Change
Change in
Stake
LF
151
Lee Financial
Texas
$11K -$3.85K -46 -26%
Wealthspire Advisors (Maryland)
152
Wealthspire Advisors (Maryland)
Maryland
$11K – – –
AssetMark Inc
153
AssetMark Inc
California
$8K -$335 -4 -4%
AF
154
Advisornet Financial
Minnesota
$8K – – –
Advisory Services Network
155
Advisory Services Network
Georgia
$6K – – –
CFGS
156
Concourse Financial Group Securities
Alabama
$6K +$6.7K +80 New
APA
157
American Portfolios Advisors
New York
$5.67K – – –
FRA
158
Front Row Advisors
California
$5K – – –
First Horizon Advisors
159
First Horizon Advisors
Tennessee
$4K – – –
SMFS
160
Squar Milner Financial Services
California
$4K – – –
WOC
161
West Oak Capital
California
$2.83K – – –
VCM
162
Versant Capital Management
Arizona
$2K -$503 -6 -17%
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.84K +22 New
FBT
164
First Bank & Trust
South Dakota
$1K – – –
Synovus Financial
165
Synovus Financial
Georgia
$1K +$1.09K +13 New
NFG
166
Next Financial Group
Texas
$1K +$1.34K +16 New
RWM
167
Raffa Wealth Management
District of Columbia
$890 – – –
DP
168
Dundas Partners
United Kingdom
– -$4.83M -53,229 Closed
Boston Financial Management
169
Boston Financial Management
Massachusetts
– -$3.49M -38,531 Closed
PP
170
Paloma Partners
Connecticut
– -$1.18M -13,052 Closed
PCM
171
Peak Capital Management
Colorado
– -$1.09M -12,100 Closed
Susquehanna International Group
172
Susquehanna International Group
Pennsylvania
– -$718K -8,579 Closed
VF
173
Virtu Financial
New York
– -$494K -5,457 Closed
Envestnet Asset Management
174
Envestnet Asset Management
Illinois
– -$393K -4,354 Closed
Amalgamated Bank
175
Amalgamated Bank
New York
– -$305K -3,371 Closed