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Name Holding Trade Value Shares
Change
Change in
Stake
TFS
201
TrustCore Financial Services
Tennessee
$5K +$7.88K +250 New
IA
202
IFP Advisors
Florida
$4K -$11.1K -352 -65%
BC
203
Barnett & Company
Tennessee
$4K – – –
BWM
204
Baystate Wealth Management
Massachusetts
$4K – – –
CAW
205
Cornerstone Advisors (Washington)
Washington
$4K +$63 +2 +1%
ZB
206
Zions Bancorporation
Utah
$3K -$2.05K -65 -32%
VFA
207
Valeo Financial Advisors
Indiana
$3K – – –
VRM
208
Vectors Research Management
New York
$3K – – –
SIAS
209
Shine Investment Advisory Services
Colorado
$2K -$6.21K -197 -72%
S
210
SignatureFD
Georgia
$2K -$4.79K -152 -61%
QCG
211
Quadrant Capital Group
Ohio
$2K – – –
RCA
212
Ranch Capital Advisors
Florida
$2K – – –
WT
213
Whittier Trust
California
$2K – – –
PFGIA
214
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$788 +25 +33%
AAP
215
Arax Advisory Partners
Colorado
$1K – – –
CI
216
CX Institutional
Indiana
$1K – – –
KPW
217
Kore Private Wealth
New York
$1K – – –
LC
218
Lindbrook Capital
California
$1K – – –
LSA
219
Lion Street Advisors
Texas
$1K +$882 +28 New
LWA
220
Lenox Wealth Advisors
New York
$1K +$1.42K +45 New
CA
221
Clearstead Advisors
Ohio
$1K +$1.89K +60 New
AWA
222
Arkadios Wealth Advisors
Georgia
$159 +$252 +8 New
MC
223
Metropolis Capital
United Kingdom
– -$131M -3,727,318 Closed
Arrowstreet Capital
224
Arrowstreet Capital
Massachusetts
– -$14.7M -419,763 Closed
MAM
225
Miria Asset Management
Malta
– -$11.9M -340,488 Closed