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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
676
Perigon Wealth Management
California
$210K -$1.65K -6 -0.7%
PP
677
Paloma Partners
Connecticut
$210K +$220K +802 New
VSQM
678
V-Square Quantitative Management
Illinois
$208K +$23.6K +86 +12%
PS
679
Planned Solutions
California
$208K
DWP
680
Daymark Wealth Partners
Ohio
$208K -$39K -142 -15%
LWANC
681
Laurel Wealth Advisors (North Carolina)
North Carolina
$207K -$26.1K -95 -11%
WGCA
682
Wolf Group Capital Advisors
Virginia
$205K -$2.99M -10,882 -93%
WAS
683
Wealth Advisory Solutions
Indiana
$203K -$1.37K -5 -0.6%
CW
684
Channel Wealth
California
$203K
SWM
685
Shakespeare Wealth Management
Wisconsin
$202K
N
686
Numerai
California
$201K +$211K +770 New
SFA
687
Sequoia Financial Advisors
Ohio
$200K -$1.44M -5,227 -87%
Verition Fund Management
688
Verition Fund Management
Connecticut
$200K -$842K -3,067 -80%
LFG
689
Larson Financial Group
Missouri
$195K +$7.69K +28 +4%
DWM
690
Dogwood Wealth Management
Kansas
$194K +$106K +386 +108%
LIM
691
Longfellow Investment Management
Massachusetts
$193K +$1.37K +5 +0.7%
T. Rowe Price Investment Management
692
T. Rowe Price Investment Management
Maryland
$190K +$28K +102 +16%
SS
693
Sunbelt Securities
Texas
$178K
ADL
694
Asset Dedication LLC
California
$174K
CTC
695
Central Trust Company
Missouri
$173K -$549 -2 -0.3%
ME
696
McIlrath & Eck
Washington
$172K
PPC
697
Park Place Capital
Alabama
$170K -$385K -1,403 -68%
WTC
698
WhitTier Trust Company
Nevada
$157K
AIP
699
Ameritas Investment Partners
Nebraska
$151K -$15.4K -56 -9%
AF
700
Allworth Financial
California
$149K +$7.41K +27 +5%