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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
101
Carroll Financial Associates
North Carolina
$4K -$96 -5 -3%
POIA
102
Pin Oak Investment Advisors
Texas
$4K
BBHC
103
Brown Brothers Harriman & Co
New York
$4K +$3.46K +181 New
JP Morgan Chase
104
JP Morgan Chase
New York
$3K -$88.3K -4,618 -97%
GDP
105
Great Diamond Partners
Maine
$3K +$3.1K +162 New
AA
106
Advisory Alpha
Michigan
$2.65K
PCG
107
Private Capital Group
Connecticut
$1K
SIAS
108
Shine Investment Advisory Services
Colorado
$1K
SIM
109
Sonora Investment Management
Arizona
$1K
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$1K +$650 +34 New
SWM
111
Sugarloaf Wealth Management
Georgia
$1K +$669 +35 New
CI
112
Cordant Inc
Oregon
$1K +$918 +48 New
IA
113
IFP Advisors
Florida
$1K +$1.05K +55 New
TT
114
TI-Trust
Illinois
$1K +$1.05K +55 New
MAM
115
Meeder Asset Management
Ohio
$1K +$1.15K +60 New
OPS
116
Orion Portfolio Solutions
Nebraska
$1K +$1.15K +60 New
WQ
117
Wealth Quarterback
New Jersey
$567 +$497 +26 New
AWA
118
Arkadios Wealth Advisors
Georgia
$204 +$249 +13 New
Invesco
119
Invesco
Georgia
-$1.02M -60,235 Closed
Barclays
120
Barclays
United Kingdom
-$895K -46,808 -100%
Geode Capital Management
121
Geode Capital Management
Massachusetts
-$524K -30,839 Closed
GHAM
122
Gilman Hill Asset Management
Connecticut
-$297K -17,455 Closed
Wolverine Trading
123
Wolverine Trading
Illinois
-$261K -14,776 Closed
DTL
124
Dynamic Technology Lab
Singapore
-$219K -12,899 Closed
Walleye Trading
125
Walleye Trading
New York
-$214K -12,593 Closed