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VivoSim Labs

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
101
Focused Wealth Management
New York
$7K – – –
WA
102
WFG Advisors
Texas
$7K – – –
FineMark National Bank & Trust
103
FineMark National Bank & Trust
Florida
$7K +$5.37K +8 New
Wealthspire Advisors (Maryland)
104
Wealthspire Advisors (Maryland)
Maryland
$6K – – –
IFP Advisors
105
IFP Advisors
Florida
$6K +$4.7K +7 New
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$5K +$1.34K +2 +50%
AIM
107
Advantage Investment Management
Iowa
$4K – – –
CFN
108
Cordasco Financial Network
Florida
$4K – – –
Glenmede Trust
109
Glenmede Trust
Pennsylvania
$4K – – –
CCMW
110
Cypress Capital Management (Wyoming)
Wyoming
$3.72K – – –
FANJ
111
Financial Architects (New Jersey)
New Jersey
$2K +$671 +1 +100%
WEC
112
Winslow Evans & Crocker
Massachusetts
$1.3K – – –
TIM
113
Tortoise Investment Management
New York
$1K – – –
Barclays
114
Barclays
United Kingdom
$1K +$671 +1 New
HFM
115
Hartford Financial Management
Connecticut
$1K +$671 +1 New
MP
116
Mangrove Partners
Connecticut
– -$217K -417 Closed
Citadel Advisors
117
Citadel Advisors
Florida
– -$99.9K -149 Closed
Simplex Trading
118
Simplex Trading
Illinois
– -$58.4K -87 Closed
Fidelity Investments
119
Fidelity Investments
Massachusetts
– -$34K -66 Closed
Wedbush Securities
120
Wedbush Securities
California
– -$28K -55 Closed
DBIA
121
Dumont & Blake Investment Advisors
New Jersey
– -$28K -53 Closed
IWMPD
122
Integrated Wealth Management (Palm Desert)
California
– -$8K -15 Closed
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
– -$1K -2 Closed