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Personalis

Name Holding Trade Value Shares
Change
Change in
Stake
GI
126
GAMMA Investing
California
$3.8K +$3.58K +424 +247%
PWA
127
Physician Wealth Advisors
Utah
$2.78K
Jones Financial Companies
128
Jones Financial Companies
Missouri
$1.83K
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$1.5K +$1.78K +211 +879%
SIS
130
Sound Income Strategies
Florida
$1.31K
EWA
131
EverSource Wealth Advisors
Alabama
$1.1K +$59 +7 +4%
SS
132
SBI Securities
Japan
$1.03K -$211 -25 -13%
HNB
133
Huntington National Bank
Ohio
$917 +$1.22K +144 New
KFAS
134
Keating Financial Advisory Services
Kansas
$637
RIL
135
Rothschild Investment LLC
Illinois
$541 +$718 +85 New
AF
136
Allworth Financial
California
$510 +$25 +3 +4%
CIAM
137
Caitong International Asset Management
Hong Kong
$490 -$28.2K -3,346 -98%
TPWA
138
Twin Peaks Wealth Advisors
California
$459 +$608 +72 New
HI
139
Harbour Investments
Wisconsin
$342 +$447 +53 New
MCM
140
MAI Capital Management
Ohio
$198 -$583 -69 -69%
NCGI
141
Next Century Growth Investors
Minnesota
-$4.97M -624,363 Closed
Jane Street
142
Jane Street
New York
-$1.45M -171,166 Closed
DADC
143
D.A. Davidson & Co
Montana
-$1.16M -145,507 Closed
SFI
144
Susquehanna Fundamental Investments
Pennsylvania
-$867K -108,951 Closed
Citadel Advisors
145
Citadel Advisors
Florida
-$778K -92,162 Closed
Verition Fund Management
146
Verition Fund Management
Connecticut
-$412K -51,804 Closed
Polen Capital Management
147
Polen Capital Management
Florida
-$404K -50,705 Closed
Stifel Financial
148
Stifel Financial
Missouri
-$111K -13,933 Closed
Focus Partners Wealth
149
Focus Partners Wealth
Massachusetts
-$108K -13,527 Closed
BIG
150
Brooklyn Investment Group
New York
-$95.5K -12,045 Closed