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Name Holding Trade Value Shares
Change
Change in
Stake
TWA
151
TCI Wealth Advisors
Arizona
$3K +$3.44K +98 New
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.14K +61 New
Bessemer Group
153
Bessemer Group
New Jersey
$1K
MCM
154
Manchester Capital Management
Vermont
$1K
PA
155
Parallel Advisors
California
$1K
QCG
156
Quadrant Capital Group
Ohio
$1K +$351 +10 +42%
GWS
157
Glassman Wealth Services
Virginia
$1K +$526 +15 +214%
GRP
158
Global Retirement Partners
California
$1K +$631 +18 New
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$1K +$1.47K +42 New
FSWA
160
Financial Synergies Wealth Advisors
Texas
$250 +$280 +8 New
SWA
161
Sutton Wealth Advisors
Florida
$125 +$140 +4 New
Franklin Resources
162
Franklin Resources
California
-$653K -18,794 Closed
Lido Advisors
163
Lido Advisors
California
-$403K -11,606 Closed
RA
164
Royce & Associates
New York
-$372K -10,696 Closed
Citadel Advisors
165
Citadel Advisors
Florida
-$272K -7,825 Closed
CC
166
Corton Capital
Ontario, Canada
-$231K -6,643 Closed
Simplex Trading
167
Simplex Trading
Illinois
-$86K -2,486 Closed
SPIA
168
Steward Partners Investment Advisory
New York
-$45K -1,300 Closed
SOW
169
State of Wyoming
Wyoming
-$34K -975 Closed
GWM
170
Geneos Wealth Management
Colorado
-$13K -400 Closed
Group One Trading
171
Group One Trading
Illinois
-$6K -162 Closed
MAM
172
Meeder Asset Management
Ohio
+$210 +6 New
BTI
173
Blue Trust Inc
Georgia
+$245 +7 New
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
+$981 +28 New