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Name Holding Trade Value Shares
Change
Change in
Stake
S
301
SignatureFD
Georgia
$6.61K – – –
BFS
302
Bare Financial Services
Pennsylvania
$6.15K +$4.6K +150 +294%
TPCW
303
TD Private Client Wealth
New York
$6.12K -$1.26K -41 -17%
PTC
304
Private Trust Company
Ohio
$6.12K +$6.13K +200 New
PA
305
Parallel Advisors
California
$4.71K – – –
HNW
306
High Note Wealth
Minnesota
$3.91K – – –
BCMLT
307
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.79K – – –
BWL
308
Bogart Wealth LLC
Virginia
$3.72K – – –
PFBT
309
Parkside Financial Bank & Trust
Missouri
$3.24K +$1.59K +52 +96%
ACM
310
Aster Capital Management
United Arab Emirates
$2.88K -$157K -5,129 -98%
CT
311
Colonial Trust
South Carolina
$2.29K +$2.3K +75 New
FMII
312
Farmers & Merchants Investments Inc
Nebraska
$2.29K – – –
WSFS
313
Wilmington Savings Fund Society
Delaware
$1.86K +$1.87K +61 New
CT
314
Clearstead Trust
Maine
$1.74K +$1.75K +57 New
BIG
315
Brooklyn Investment Group
New York
$1.62K -$950 -31 -37%
AIM
316
Anchor Investment Management
South Carolina
$1.53K – – –
BTI
317
Blue Trust Inc
Georgia
$1.53K – – –
AF
318
Allworth Financial
California
$1.41K -$13.3K -435 -90%
BIA
319
Bell Investment Advisors
California
$582 – – –
MCM
320
MAI Capital Management
Ohio
$490 +$491 +16 New
CPG
321
Cornerstone Planning Group
New Jersey
$291 – – –
DF
322
DecisionPoint Financial
Arizona
$279 +$276 +9 New
MHR
323
Matthew Hamilton Rosenberg
$275 – – –
AWM
324
Abound Wealth Management
Tennessee
$245 +$31 +1 +14%
Point72 Asset Management
325
Point72 Asset Management
Connecticut
– -$13.4M -395,758 Closed