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SM Energy
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Geneos Wealth Management
Englewood,
Colorado
| – | -$3K | -335 | Closed |
|
|
TFO
227
Tarbox Family Office
Newport Beach,
California
| – | -$3K | -251 | Closed |
|
|
HGWM
228
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | -$1K | -177 | Closed |
|
|
VCM
229
Versant Capital Management
Phoenix,
Arizona
| – | -$1K | -159 | Closed |
|
|
PCG
230
Private Capital Group
West Hartford,
Connecticut
| – | -$1K | -152 | Closed |
|
|
BCA
231
Berman Capital Advisors
Atlanta,
Georgia
| – | -$1K | -132 | Closed |
|
232
Fidelity Investments
Boston,
Massachusetts
| – | -$714 | -101 | -69% |
|
|
PFBT
233
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$1K | -86 | Closed |
|
|
MAM
234
Meeder Asset Management
Dublin,
Ohio
| – | +$276 | +39 | +27% |
|
235
Orion Portfolio Solutions
Omaha,
Nebraska
| – | +$276 | +39 | +27% |
|
236
Osaic Holdings
Scottsdale,
Arizona
| – | +$969 | +137 | New |
|