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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
226
Patriot Financial Group Insurance Agency
Massachusetts
$11K – – –
QCG
227
Quadrant Capital Group
Ohio
$11K – – –
SPIA
228
Steward Partners Investment Advisory
New York
$10K – – –
Rockefeller Capital Management
229
Rockefeller Capital Management
New York
$9K +$2.63K +16 +47%
CAPTRUST Financial Advisors
230
CAPTRUST Financial Advisors
North Carolina
$9K +$4.92K +30 +150%
CCA
231
Childress Capital Advisors
Texas
$9K +$7.88K +48 New
FPS
232
Fieldpoint Private Securities
Connecticut
$7K +$6.57K +40 New
TFO
233
Tarbox Family Office
California
$6K – – –
BCA
234
Berman Capital Advisors
Georgia
$5K – – –
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$5K – – –
PWMG
236
Prestige Wealth Management Group
New Jersey
$5K – – –
TFM
237
TFC Financial Management
Massachusetts
$5K – – –
GAM
238
Gemmer Asset Management
California
$4K – – –
TWA
239
TCI Wealth Advisors
Arizona
$4K – – –
HGWM
240
Harvest Group Wealth Management
Massachusetts
$3K – – –
S
241
SignatureFD
Georgia
$3K – – –
HPC
242
HM Payson & Co
Maine
$3K +$2.3K +14 New
ICP
243
Interchange Capital Partners
Pennsylvania
$3K +$2.95K +18 New
MAM
244
Meeder Asset Management
Ohio
$2K -$76.8K -468 -98%
CFGS
245
Concourse Financial Group Securities
Alabama
$2K +$2.13K +13 New
VCM
246
Versant Capital Management
Arizona
$1K – – –
ADIM
247
Alpha DNA Investment Management
Maryland
$1K +$1.15K +7 New
ICOM
248
Investment Counselors of Maryland
Maryland
– -$21.4M -169,313 Closed
Marshall Wace
249
Marshall Wace
United Kingdom
– -$9.62M -76,223 Closed
JCA
250
Jade Capital Advisors
New Jersey
– -$2.89M -22,888 Closed