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Name Holding Trade Value Shares
Change
Change in
Stake
Associated Banc-Corp
226
Associated Banc-Corp
Wisconsin
$4K – – –
Steward Partners Investment Advisory
227
Steward Partners Investment Advisory
New York
$4K – – –
GWS
228
Glassman Wealth Services
Virginia
$4K +$778 +15 +29%
LWM
229
Liberty Wealth Management
California
$4K +$3.32K +64 New
Freestone Capital Holdings
230
Freestone Capital Holdings
Washington
$3.29K +$3.06K +59 New
Arkadios Wealth Advisors
231
Arkadios Wealth Advisors
Georgia
$3.14K +$2.96K +57 New
RWM
232
Raffa Wealth Management
District of Columbia
$3.08K – – –
FRA
233
Front Row Advisors
California
$3K – – –
PWMG
234
Prestige Wealth Management Group
New Jersey
$3K – – –
PCG
235
Private Capital Group
Connecticut
$3K – – –
TCI Wealth Advisors
236
TCI Wealth Advisors
Arizona
$3K – – –
MAM
237
Meeder Asset Management
Ohio
$3K +$259 +5 +10%
PB
238
Pinnacle Bancorp
Nebraska
$3K +$2.44K +47 New
GEA
239
Glen Eagle Advisors
New Jersey
$2.98K – – –
BWM
240
BerganKDV Wealth Management
Minnesota
$2K – – –
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
CCA
242
Column Capital Advisors
Indiana
$2K – – –
Global Retirement Partners
243
Global Retirement Partners
California
$2K +$2.02K +39 New
Twin Tree Management
244
Twin Tree Management
Texas
$1K -$623K -12,016 -100%
NIM
245
NuWave Investment Management
New Jersey
$1K -$38.8K -748 -97%
RA
246
Rational Advisors
New York
$1K -$6.95K -134 -85%
PFWA
247
Paces Ferry Wealth Advisors
Georgia
$1K +$571 +11 New
Primecap Management
248
Primecap Management
California
– -$562M -12,385,513 Closed
Massachusetts Financial Services
249
Massachusetts Financial Services
Massachusetts
– -$391M -8,619,916 Closed
Victory Capital Management
250
Victory Capital Management
Texas
– -$130M -2,869,459 Closed