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Name Holding Trade Value Shares
Change
Change in
Stake
EverSource Wealth Advisors
101
EverSource Wealth Advisors
Alabama
$4K – – –
Washington Trust
102
Washington Trust
Rhode Island
$4K +$164 +17 +4%
BIA
103
Bell Investment Advisors
California
$4K +$4.39K +455 New
Spire Wealth Management
104
Spire Wealth Management
Virginia
$3K -$3.16K -327 -50%
Geneos Wealth Management
105
Geneos Wealth Management
Colorado
$3K -$1.55K -161 -32%
KFP
106
KB Financial Partners
New Jersey
$3K – – –
FPS
107
Fieldpoint Private Securities
Connecticut
$2K -$2.03K -210 -47%
JWA
108
JFS Wealth Advisors
Pennsylvania
$2K +$627 +65 +41%
AW
109
ACG Wealth
Georgia
$2K +$1.64K +170 New
Credit Suisse
110
Credit Suisse
Switzerland
$2K +$1.78K +184 New
CWM
111
Castle Wealth Management
Florida
$2K +$2.06K +214 New
Tower Research Capital (TRC)
112
Tower Research Capital (TRC)
New York
$2K +$2.1K +218 New
UMB Bank
113
UMB Bank
Missouri
$1K -$3.71K -385 -71%
EW
114
Evoke Wealth
California
$1K – – –
LWP
115
Laurel Wealth Planning
Minnesota
$1K – – –
SSC
116
Syverson Strege & Co
Iowa
$1K +$10 +1 +2%
SC
117
Schubert & Co
Texas
$1K +$946 +98 New
NFSG
118
Newbridge Financial Services Group
Florida
$1K +$965 +100 New
Allworth Financial
119
Allworth Financial
California
$1K +$1.55K +161 New
Renaissance Technologies
120
Renaissance Technologies
New York
– -$2.34M -234,800 Closed
Millennium Management
121
Millennium Management
New York
– -$2M -200,629 Closed
Cubist Systematic Strategies
122
Cubist Systematic Strategies
Connecticut
– -$950K -95,335 Closed
Freestone Capital Holdings
123
Freestone Capital Holdings
Washington
– -$685K -68,667 Closed
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
– -$588K -58,943 Closed
Trexquant Investment
125
Trexquant Investment
Connecticut
– -$259K -26,001 Closed