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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
626
Geneos Wealth Management
Colorado
$85K
AIA
627
Alera Investment Advisors
Illinois
$83K +$12.7K +333 +20%
GRP
628
Global Retirement Partners
California
$79K -$17.1K -449 -19%
Point72 Asset Management
629
Point72 Asset Management
Connecticut
$78K +$72.2K +1,893 New
CHP
630
Cable Hill Partners
Oregon
$77K
APC
631
Aspire Private Capital
North Carolina
$76K +$70.9K +1,858 New
Simplex Trading
632
Simplex Trading
Illinois
$72K -$226K -5,915 -77%
PI
633
PineBridge Investments
New York
$72K -$14.2K -373 -18%
BAM
634
Bruderman Asset Management
New York
$69K -$15.3K -400 -19%
PAM
635
Panagora Asset Management
Massachusetts
$64K -$15.8K -415 -21%
KPW
636
Kore Private Wealth
New York
$63K
PB
637
Pinnacle Bancorp
Nebraska
$63K
IFAM
638
Institutional & Family Asset Management
Colorado
$61K -$28.2K -740 -33%
PFBT
639
Parkside Financial Bank & Trust
Missouri
$59K
IDBONY
640
Israel Discount Bank of New York
New York
$56K
SIMG
641
Stephens Investment Management Group
Texas
$53K -$13.1K -343 -21%
DWA
642
Dougherty Wealth Advisers
Minnesota
$53K
PFO
643
Pathstone Family Office
New Jersey
$53K +$20.4K +535 +71%
CAC
644
Certified Advisory Corp
Florida
$52K
FPS
645
Fieldpoint Private Securities
Connecticut
$50K
EWM
646
Executive Wealth Management
Michigan
$49K
RIA
647
Realta Investment Advisors
Delaware
$49K +$45.1K +1,182 New
VFA
648
Valeo Financial Advisors
Indiana
$47K +$458 +12 +1%
BCA
649
Berman Capital Advisors
Georgia
$46K +$8.39K +220 +24%
AWM
650
AllSquare Wealth Management
New York
$44K +$7.63K +200 +23%