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Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
401
D.J. St. Germain
Massachusetts
$995 -$3.26K -217 -76%
1IA
402
1620 Investment Advisors
Massachusetts
$732
TCOV
403
Trust Company of Vermont
Vermont
$658
SW
404
SVB Wealth
Massachusetts
$600 +$617 +41 New
PWA
405
Physician Wealth Advisors
Utah
$559
CPG
406
Cornerstone Planning Group
New Jersey
$506 +$15 +1 +3%
GFPC
407
Global Financial Private Client
Florida
$468 +$346 +23 +256%
SIC
408
SJS Investment Consulting
Ohio
$439 -$30 -2 -6%
IWP
409
IAG Wealth Partners
Wisconsin
$395
JWA
410
JFS Wealth Advisors
Pennsylvania
$337 -$1.29K -86 -79%
BI
411
Binnacle Investments
Iowa
$322 +$331 +22 New
LWANC
412
Laurel Wealth Advisors (North Carolina)
North Carolina
$220
SWIM
413
Smallwood Wealth Investment Management
New Jersey
$175 +$180 +12 New
SWA
414
SOA Wealth Advisors
New York
$171 +$180 +12 New
PWM
415
Parkworth Wealth Management
California
$132
HI
416
Harbour Investments
Wisconsin
$117
SHF
417
Safe Harbor Fiduciary
Florida
$117
BHWM
418
Bay Harbor Wealth Management
Maryland
$117 +$120 +8 New
GP
419
Greenline Partners
New York
$73 +$75 +5 New
MCM
420
MV Capital Management
Maryland
$59 -$105 -7 -64%
HIA
421
HFM Investment Advisors
New Jersey
$59 +$60 +4 New
NFSG
422
Newbridge Financial Services Group
Florida
$15 +$15 +1 New
BFS
423
Burkett Financial Services
South Carolina
$6
Squarepoint
424
Squarepoint
New York
-$74.9M -4,976,780 Closed
1832 Asset Management
425
1832 Asset Management
Ontario, Canada
-$56.5M -3,464,600 Closed