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Name Holding Trade Value Shares
Change
Change in
Stake
WTB
126
Washington Trust Bank
Washington
$6K +$3.77K +500 +250%
US Bancorp
127
US Bancorp
Minnesota
$5K -$12K -1,596 -73%
CAL
128
Capital Advisors Ltd
Ohio
$5K
MFS
129
MSI Financial Services
Massachusetts
$5K +$4.41K +584 +2,539%
IA
130
IFP Advisors
Florida
$5K +$10.5K +1,397 New
Walleye Trading
131
Walleye Trading
New York
$3K -$316K -41,824 -99%
Toronto Dominion Bank
132
Toronto Dominion Bank
Ontario, Canada
$3K -$188K -24,922 -99%
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$3K +$2.27K +301 New
TWA
134
TCI Wealth Advisors
Arizona
$3K +$2.91K +386 New
Creative Planning
135
Creative Planning
Kansas
$2K
S
136
SignatureFD
Georgia
$2K +$725 +96 +86%
WEC
137
Winslow Evans & Crocker
Massachusetts
$1.73K
EWM
138
Edge Wealth Management
New York
$1K
EWM
139
Endurance Wealth Management
Rhode Island
$1K
WAM
140
Wealthspire Advisors (Maryland)
Maryland
$1K +$800 +106 New
WA
141
Winfield Associates
Ohio
$1K +$830 +110 New
GWM
142
Geneos Wealth Management
Colorado
$1K +$1.51K +200 New
PCM
143
Penserra Capital Management
California
$1K +$1.63K +216 New
SWA
144
Sutton Wealth Advisors
Florida
$268 +$234 +31 New
RWM
145
Raffa Wealth Management
District of Columbia
$121
NMVA
146
New Mountain Vantage Advisers
New York
-$9.75M -987,982 Closed
TAM
147
TPH Asset Management
Texas
-$4.79M -485,193 Closed
Voloridge Investment Management
148
Voloridge Investment Management
Florida
-$3.9M -394,702 Closed
SI
149
Sentry Investments
Ontario, Canada
-$3.47M -351,766 Closed
KKRC
150
Kohlberg Kravis Roberts & Co
New York
-$1.15M -116,600 Closed