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Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
201
Zurich Cantonal Bank
Switzerland
$29K
YWP
202
YorkBridge Wealth Partners
New York
$25K +$3.32K +60 +15%
PCM
203
Prelude Capital Management
New York
$24K +$24.6K +445 New
PHK
204
Point72 Hong Kong
Hong Kong
$22K -$6.58K -119 -23%
GAM
205
Gemmer Asset Management
California
$19K
BCA
206
Bray Capital Advisors
Florida
$19K +$19.4K +350 New
CG
207
Cutler Group
California
$12K -$11.1K -200 -46%
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$11K
CTC
209
Central Trust Company
Missouri
$9K +$8.79K +159 New
FMII
210
Farmers & Merchants Investments Inc
Nebraska
$8K -$1.77K -32 -18%
TWA
211
TCI Wealth Advisors
Arizona
$8K
FPFS
212
First Personal Financial Services
North Carolina
$7K
QCG
213
Quadrant Capital Group
Ohio
$7K
APA
214
American Portfolios Advisors
New York
$5.44K
OWA
215
One Wealth Advisors
California
$4K
WAM
216
Wealthspire Advisors (Maryland)
Maryland
$4K +$553 +10 +16%
RCAG
217
Rehmann Capital Advisory Group
Michigan
$3K +$2.54K +46 New
VFA
218
Valeo Financial Advisors
Indiana
$3K +$2.76K +50 New
PFBT
219
Parkside Financial Bank & Trust
Missouri
$2K +$276 +5 +16%
PAM
220
Panagora Asset Management
Massachusetts
$2K +$2.21K +40 New
S
221
SignatureFD
Georgia
$2K +$2.27K +41 New
MPWT
222
MassMutual Private Wealth & Trust
Connecticut
$1.52K +$1.55K +28 New
FGC
223
Financial Gravity Companies
Texas
$1K
HMS
224
Hanseatic Management Services
New Mexico
$1K
SWM
225
SeaCrest Wealth Management
New York
$1K