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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
351
Avior Wealth Management
Nebraska
$2.47K +$2.37K +18 New
IA
352
IFP Advisors
Florida
$2.34K -$921 -7 -29%
RA
353
Rise Advisors
New York
$2.06K – – –
FSWA
354
Financial Synergies Wealth Advisors
Texas
$1.51K +$1.45K +11 New
AA
355
Addison Advisors
Vermont
$1.38K – – –
FG
356
Fairman Group
Pennsylvania
$1.38K – – –
IGWM
357
ICA Group Wealth Management
Colorado
$1.38K – – –
Kayne Anderson Rudnick Investment Management
358
Kayne Anderson Rudnick Investment Management
California
$1.24K – – –
FHA
359
First Horizon Advisors
Tennessee
$1.1K +$1.05K +8 New
GKIM
360
GW&K Investment Management
Massachusetts
$1K +$132 +1 +13%
Fifth Third Bancorp
361
Fifth Third Bancorp
Ohio
$825 – – –
GWM
362
Geneos Wealth Management
Colorado
$825 – – –
Jones Financial Companies
363
Jones Financial Companies
Missouri
$550 – – –
AWM
364
Abound Wealth Management
Tennessee
$413 – – –
HCP
365
Hexagon Capital Partners
Arkansas
$412 +$395 +3 New
CPG
366
Cornerstone Planning Group
New Jersey
$360 – – –
1M
367
13D Management
New York
– -$7.21M -58,637 Closed
GCM
368
Ghisallo Capital Management
Massachusetts
– -$6.35M -51,658 Closed
Boston Partners
369
Boston Partners
Massachusetts
– -$1.44M -29,658 Closed
JAM
370
Jupiter Asset Management
United Kingdom
– -$3.07M -24,962 Closed
WorldQuant Millennium Advisors
371
WorldQuant Millennium Advisors
New York
– -$1.8M -14,596 Closed
SCM
372
Semanteon Capital Management
Massachusetts
– -$1.27M -10,283 Closed
PCM
373
PAR Capital Management
Massachusetts
– -$1.11M -9,000 Closed
TC
374
Taika Capital
Florida
– -$1.03M -8,400 Closed
HVCM
375
Hel Ved Capital Management
Hong Kong
– -$670K -5,450 Closed