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Name Holding Trade Value Shares
Change
Change in
Stake
VCG
176
Vantage Consulting Group
Virginia
$73K +$66.5K +792 New
FTDI
177
First Trust Direct Indexing
Massachusetts
$53K +$48.5K +578 New
Macquarie Group
178
Macquarie Group
Australia
$47K
OIA
179
Optimum Investment Advisors
Illinois
$46K
SWA
180
Sutton Wealth Advisors
Florida
$43.8K
KFS
181
Kelly Financial Services
Massachusetts
$23.5K
PWPS
182
Pinnacle Wealth Planning Services
Ohio
$23K +$20.6K +245 New
HGWM
183
Harvest Group Wealth Management
Massachusetts
$19K
LWM
184
Liberty Wealth Management
California
$17K
PA
185
Parallel Advisors
California
$15K
WEC
186
Winslow Evans & Crocker
Massachusetts
$11K +$9.74K +116 New
TWM
187
Tradition Wealth Management
Minnesota
$10K +$8.9K +106 New
APA
188
American Portfolios Advisors
New York
$8.39K +$7.64K +91 New
VAIA
189
Virtus Alternative Investment Advisers
Connecticut
$7K -$5.88K -70 -49%
PHK
190
Point72 Hong Kong
Hong Kong
$7K +$6.55K +78 New
CAPTRUST Financial Advisors
191
CAPTRUST Financial Advisors
North Carolina
$4K +$3.36K +40 New
PFBT
192
Parkside Financial Bank & Trust
Missouri
$3K
Fidelity Investments
193
Fidelity Investments
Massachusetts
$2K -$588 -7 -29%
QCG
194
Quadrant Capital Group
Ohio
$1K
GGHC
195
Gilder Gagnon Howe & Co
New York
-$5.29M -68,039 Closed
Schroder Investment Management Group
196
Schroder Investment Management Group
United Kingdom
-$3.55M -45,817 Closed
AIM
197
Artemis Investment Management
United Kingdom
-$3.26M -42,019 Closed
Parallax Volatility Advisers
198
Parallax Volatility Advisers
California
-$1.78M -22,899 Closed
RA
199
Royce & Associates
New York
-$1.55M -20,000 Closed
EF
200
Empowered Funds
Pennsylvania
-$1.33M -17,150 Closed