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Name Holding Trade Value Shares
Change
Change in
Stake
GCM
551
Gables Capital Management
Florida
$3.56K – – –
VCM
552
Versant Capital Management
Arizona
$3.42K – – –
Jones Financial Companies
553
Jones Financial Companies
Missouri
$2.87K -$16K -121 -85%
HWM
554
HighMark Wealth Management
Minnesota
$2.87K – – –
IBOK
555
Independence Bank of Kentucky
Kentucky
$2.33K +$2.25K +17 New
PFBT
556
Parkside Financial Bank & Trust
Missouri
$2.19K -$529 -4 -20%
BC
557
Bartlett & Co
Ohio
$2K – – –
AWM
558
Abound Wealth Management
Tennessee
$1.92K +$1.85K +14 New
BCWM
559
Bartlett & Co Wealth Management
Ohio
$1.92K – – –
SA
560
SRH Advisors
Kansas
$1.9K – – –
BWM
561
Baystate Wealth Management
Massachusetts
$1.66K – – –
FSWA
562
Financial Synergies Wealth Advisors
Texas
$1.64K -$264 -2 -14%
CCP
563
Carmel Capital Partners
California
$1.53K – – –
EWM
564
Evermay Wealth Management
Virginia
$1.37K – – –
TWD
565
True Wealth Design
Ohio
$1.37K – – –
CP
566
Castleview Partners
Texas
$1.37K -$2.51K -19 -66%
CA
567
Centerpoint Advisors
Massachusetts
$1K – – –
TFA
568
Transamerica Financial Advisors
Florida
$1K – – –
DWA
569
Delos Wealth Advisors
Texas
$274 – – –
HAM
570
Honeycomb Asset Management
New York
– -$15.8M -125,000 Closed
JMPWA
571
JP Morgan Private Wealth Advisors
California
– -$12.5M -98,656 Closed
MNG
572
Manning & Napier Group
New York
– -$6.95M -54,894 Closed
MCM
573
Maytus Capital Management
New York
– -$3.92M -31,000 Closed
ST
574
SAL Trading
Pennsylvania
– -$2.64M -20,900 Closed
Simplex Trading
575
Simplex Trading
Illinois
– -$2.7M -20,402 Closed