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Name Holding Trade Value Shares
Change
Change in
Stake
BIA
101
Bell Investment Advisors
California
$4K -$20 -2 -0.4%
WTA
102
Washington Trust Advisors
Massachusetts
$4K
WT
103
Washington Trust
Rhode Island
$4K +$299 +30 +7%
CCM
104
Covington Capital Management
California
$4K +$4.35K +437 New
KFP
105
KB Financial Partners
New Jersey
$3K
JWA
106
JFS Wealth Advisors
Pennsylvania
$3K +$1.38K +139 +62%
AF
107
Allworth Financial
California
$2K
CWM
108
Castle Wealth Management
Florida
$2K
RWM
109
Raffa Wealth Management
District of Columbia
$1.14K +$1.18K +119 New
UB
110
UMB Bank
Missouri
$1K -$1.04K -105 -66%
EW
111
Evoke Wealth
California
$1K
LWP
112
Laurel Wealth Planning
Minnesota
$1K
NFSG
113
Newbridge Financial Services Group
Florida
$1K +$10 +1 +1%
SC
114
Schubert & Co
Texas
$1K +$209 +21 +21%
GI
115
Gradient Investments
Minnesota
$1K +$657 +66 New
SCA
116
Stonebridge Capital Advisors
Minnesota
$1K +$786 +79 New
BBHC
117
Brown Brothers Harriman & Co
New York
$1K +$936 +94 New
Citadel Advisors
118
Citadel Advisors
Florida
-$395K -42,827 Closed
SSA
119
Schonfeld Strategic Advisors
New York
-$264K -28,600 Closed
AIM
120
ARK Investment Management
Florida
-$166K -17,296 Closed
OWM
121
OneAscent Wealth Management
Alabama
-$137K -14,867 Closed
VAS
122
Vestmark Advisory Solutions
Massachusetts
-$108K -11,673 Closed
OFS
123
OneAscent Financial Services
Alabama
-$108K -11,672 Closed
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
-$16K -1,760 Closed
ACM
125
Aquatic Capital Management
Illinois
-$13K -1,400 Closed