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STAAR Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
251
HHM Wealth Advisors
Tennessee
$6K – – –
Rockefeller Capital Management
252
Rockefeller Capital Management
New York
$6K +$1.22K +19 +24%
BC
253
Bartlett & Co
Ohio
$6K +$5.41K +84 New
BCWM
254
Bartlett & Co Wealth Management
Ohio
$5.96K +$5.41K +84 New
TPCW
255
TD Private Client Wealth
New York
$5.6K +$1.16K +18 +30%
PAI
256
Pittenger & Anderson Inc
Nebraska
$5K +$580 +9 +15%
FSWA
257
Financial Synergies Wealth Advisors
Texas
$4.11K +$3.74K +58 New
BIA
258
Bell Investment Advisors
California
$4K +$3.8K +59 New
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$3K -$8.57K -133 -78%
PCG
260
Private Capital Group
Connecticut
$3K -$451 -7 -17%
IA
261
IFP Advisors
Florida
$3K – – –
MPWT
262
MassMutual Private Wealth & Trust
Connecticut
$2K -$580 -9 -27%
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
PFGIA
264
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
EI
265
Ellevest Inc
New York
$1K – – –
GRP
266
Global Retirement Partners
California
$1K – – –
GC
267
Globeflex Capital
California
$1K – – –
CAL
268
Capital Advisors Ltd
Ohio
$1K +$515 +8 New
AF
269
Allworth Financial
California
$1K +$902 +14 New
PWMG
270
Prestige Wealth Management Group
New Jersey
$1K +$1.16K +18 New
SWA
271
Sutton Wealth Advisors
Florida
$638 +$580 +9 New
RWM
272
Raffa Wealth Management
District of Columbia
$567 – – –
KHCM
273
Kettle Hill Capital Management
New York
– -$7.05M -88,281 Closed
WCA
274
Waypoint Capital Advisors
Minnesota
– -$1.49M -22,583 Closed
CM
275
Caption Management
Oklahoma
– -$1.4M -21,766 Closed