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Tradeweb Markets

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
326
Concord Wealth Partners
Virginia
$3.01K +$3.12K +44 New
PCA
327
Providence Capital Advisors
North Carolina
$2.12K -$1.91K -27 -47%
MIFH
328
Migdal Insurance & Financial Holdings
Israel
$2K -$1.91K -27 -54%
NFSG
329
Newbridge Financial Services Group
Florida
$1.23K – – –
BTI
330
Blue Trust Inc
Georgia
$1K – – –
VCM
331
Versant Capital Management
Arizona
$959 -$212 -3 -18%
GRP
332
Global Retirement Partners
California
$890 – – –
SIC
333
SJS Investment Consulting
Ohio
$822 -$71 -1 -8%
DI
334
Disciplined Investments
Oklahoma
$822 – – –
CFGS
335
Concourse Financial Group Securities
Alabama
$753 +$567 +8 +267%
BWM
336
BerganKDV Wealth Management
Minnesota
$617 – – –
OP
337
ORG Partners
Indiana
$615 +$637 +9 New
BAAM
338
Baker Avenue Asset Management
California
$479 – – –
EWA
339
EverSource Wealth Advisors
Alabama
$411 +$425 +6 New
AWM
340
Abound Wealth Management
Tennessee
$275 +$283 +4 New
NC
341
NewSquare Capital
Pennsylvania
$68 – – –
JCM
342
Junto Capital Management
New York
– -$78.1M -988,253 Closed
Lord, Abbett & Co
343
Lord, Abbett & Co
New Jersey
– -$23.7M -300,000 Closed
Bank of Nova Scotia
344
Bank of Nova Scotia
Ontario, Canada
– -$12.2M -154,432 Closed
Massachusetts Financial Services
345
Massachusetts Financial Services
Massachusetts
– -$11.1M -140,600 Closed
DCM
346
Driehaus Capital Management
Illinois
– -$9.87M -124,946 Closed
Point72 Asset Management
347
Point72 Asset Management
Connecticut
– -$7.97M -100,800 Closed
Hudson Bay Capital Management
348
Hudson Bay Capital Management
Connecticut
– -$7.9M -100,000 Closed
SBH
349
Segall Bryant & Hamill
Illinois
– -$4.42M -55,891 Closed
P2P
350
Phase 2 Partners
California
– -$4.36M -55,167 Closed