Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
201
BOK Financial Private Wealth
Colorado
$557 +$517 +35 New
CIAM
202
Caitong International Asset Management
Hong Kong
$334 -$133 -9 -30%
MB
203
MidFirst Bank
Oklahoma
$318 – – –
SHIM
204
Stone House Investment Management
Pennsylvania
$222 +$207 +14 New
CCWM
205
Cassaday & Co Wealth Management
Virginia
$159 – – –
HIA
206
Highland Investment Advisors
Florida
$159 +$148 +10 New
LI
207
LRI Investments
Florida
$143 +$133 +9 New
GFA
208
Godfrey Financial Associates
New York
$127 – – –
WT
209
Whittier Trust
California
$99 +$89 +6 New
MS
210
Monetary Solutions
Ohio
$95 +$89 +6 New
KFI
211
Key Financial Inc
Pennsylvania
$48 – – –
ACM
212
Aquatic Capital Management
Illinois
– -$2.11M -160,725 Closed
Geode Capital Management
213
Geode Capital Management
Massachusetts
– -$1.51M -115,179 Closed
Verition Fund Management
214
Verition Fund Management
Connecticut
– -$534K -40,653 Closed
S
215
SimplyRich
California
– -$468K -35,692 Closed
Renaissance Technologies
216
Renaissance Technologies
New York
– -$334K -25,400 Closed
TSS
217
Two Sigma Securities
New York
– -$176K -13,388 Closed
GT
218
Greenleaf Trust
Michigan
– -$162K -12,346 Closed
CCM
219
Coldstream Capital Management
Washington
– -$133K -10,115 Closed
AA
220
Ancora Advisors
Ohio
– -$13.1K -996 Closed
MCM
221
MAI Capital Management
Ohio
– -$6.68K -509 Closed
ASN
222
Advisory Services Network
Georgia
– -$5.44K -414 Closed
TPWA
223
Twin Peaks Wealth Advisors
California
– -$5.09K -388 Closed
MPW
224
MASECO Private Wealth
– -$4.04K -307 Closed
RFP
225
Root Financial Partners
California
– -$92 -7 Closed