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Name Holding Trade Value Shares
Change
Change in
Stake
IA
151
IFP Advisors
Florida
$450 -$308 -7 -35%
PWA
152
Physician Wealth Advisors
Utah
$416 +$528 +12 New
SS
153
Sunbelt Securities
Texas
$415 +$132 +3 +33%
CA
154
Clearstead Advisors
Ohio
$346
TPCW
155
TD Private Client Wealth
New York
$242 +$308 +7 New
CIAM
156
Caitong International Asset Management
Hong Kong
$208 -$67.8K -1,541 -100%
ASN
157
Advisory Services Network
Georgia
$173 +$220 +5 New
LFG
158
Larson Financial Group
Missouri
$35 -$924 -21 -95%
SIC
159
SJS Investment Consulting
Ohio
$35 -$88 -2 -67%
HFS
160
Hughes Financial Services
Virginia
$35 +$44 +1 New
MWPCG
161
Measured Wealth Private Client Group
New Hampshire
$10
UIC
162
Uniplan Investment Counsel
Wisconsin
-$5.51M -96,789 Closed
GPGA
163
Grandeur Peak Global Advisors
Utah
-$4.8M -84,302 Closed
HRCM
164
Hood River Capital Management
Florida
-$3.96M -69,465 Closed
Acadian Asset Management
165
Acadian Asset Management
Massachusetts
-$2.93M -51,503 Closed
Polen Capital Management
166
Polen Capital Management
Florida
-$1.73M -30,328 Closed
EI
167
EAM Investors
California
-$1.72M -30,147 Closed
EA
168
Ellsworth Advisors
Ohio
-$925K -18,040 Closed
Point72 Asset Management
169
Point72 Asset Management
Connecticut
-$730K -12,818 Closed
HIS
170
Harvest Investment Services
Illinois
-$625K -10,971 Closed
First Trust Advisors
171
First Trust Advisors
Illinois
-$402K -7,061 Closed
SG Americas Securities
172
SG Americas Securities
New York
-$388K -6,816 Closed
TI
173
Tidal Investments
Wisconsin
-$300K -5,270 Closed
GAM
174
Gotham Asset Management
New York
-$263K -4,624 Closed
A
175
AlphaQuest
New York
-$260K -4,566 Closed