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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
151
Physician Wealth Advisors
Utah
$1.16K – – –
PA
152
Parallel Advisors
California
$1.1K -$828 -47 -42%
AW
153
Avion Wealth
Texas
$1K – – –
GCP
154
Gill Capital Partners
Colorado
$893 +$951 +54 New
RFP
155
Root Financial Partners
California
$814 – – –
CFM
156
Cornerstone Financial Management
Massachusetts
$532 – – –
BFS
157
Bare Financial Services
Pennsylvania
$515 +$546 +31 New
TWD
158
True Wealth Design
Ohio
$499 – – –
KFAS
159
Keating Financial Advisory Services
Kansas
$316 +$335 +19 New
RIL
160
Rothschild Investment LLC
Illinois
$249 – – –
FMII
161
Farmers & Merchants Investments Inc
Nebraska
$233 – – –
ACA
162
American Capital Advisory
Idaho
$233 +$194 +11 +367%
TCOT
163
Trust Company of Toledo
Ohio
$166 +$176 +10 New
LFG
164
Larson Financial Group
Missouri
$147 – – –
AW
165
Ankerstar Wealth
Texas
$100 +$106 +6 New
BTI
166
Blue Trust Inc
Georgia
$34 – – –
SSG
167
Summit Securities Group
New York
$17 -$17.6K -1,000 -100%
MWPCG
168
Measured Wealth Private Client Group
New Hampshire
$5 – – –
TCM
169
Tieton Capital Management
Washington
– -$4.57M -239,099 Closed
Adage Capital Partners
170
Adage Capital Partners
Massachusetts
– -$3.76M -197,030 Closed
TCA
171
Taconic Capital Advisors
New York
– -$2.27M -118,801 Closed
USPCM
172
Union Square Park Capital Management
New York
– -$2.1M -110,000 Closed
GH
173
GAM Holding
Switzerland
– -$1.09M -57,000 Closed
Qube Research & Technologies (QRT)
174
Qube Research & Technologies (QRT)
United Kingdom
– -$1.06M -55,403 Closed
Jane Street
175
Jane Street
New York
– -$938K -49,114 Closed