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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
326
Global Retirement Partners
California
$4K +$4.93K +219 New
CA
327
Clearstead Advisors
Ohio
$3K – – –
BBPWM
328
Blue Bell Private Wealth Management
Pennsylvania
$2K – – –
CWC
329
Carolinas Wealth Consulting
North Carolina
$2K – – –
CFGS
330
Concourse Financial Group Securities
Alabama
$2K – – –
FWM
331
Focused Wealth Management
New York
$2K – – –
JWA
332
JFS Wealth Advisors
Pennsylvania
$2K +$1.53K +68 +158%
HI
333
Hoey Investments
Pennsylvania
$2K +$1.69K +75 New
FPS
334
Fieldpoint Private Securities
Connecticut
$1K -$789 -35 -47%
GWS
335
Glassman Wealth Services
Virginia
$1K -$225 -10 -27%
AssetMark Inc
336
AssetMark Inc
California
$1K – – –
EARNEST Partners
337
EARNEST Partners
Georgia
$1K – – –
EI
338
Ellevest Inc
New York
$1K – – –
HWM
339
HighMark Wealth Management
Minnesota
$1K – – –
IWP
340
IAG Wealth Partners
Wisconsin
$1K – – –
SC
341
Schubert & Co
Texas
$1K +$158 +7 +24%
DI
342
Disciplined Investments
Oklahoma
$1K +$721 +32 New
MPWT
343
MassMutual Private Wealth & Trust
Connecticut
$1K +$744 +33 New
CI
344
Cordant Inc
Oregon
$1K +$1.42K +63 New
T
345
TCWP
Ohio
$1K +$1.85K +82 New
RWM
346
Raffa Wealth Management
District of Columbia
$747 – – –
SWA
347
Sutton Wealth Advisors
Florida
$659 +$90 +4 +15%
MIFH
348
Migdal Insurance & Financial Holdings
Israel
– -$28.6M -1,200,000 Closed
JIM
349
JCP Investment Management
Texas
– -$13.7M -575,969 Closed
Marshall Wace
350
Marshall Wace
United Kingdom
– -$11.9M -497,258 Closed