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Name Holding Trade Value Shares
Change
Change in
Stake
WQ
151
Wealth Quarterback
New Jersey
$7K +$134 +2 +2%
PCG
152
Private Capital Group
Connecticut
$6K
CFA
153
Carroll Financial Associates
North Carolina
$6K +$2.41K +36 +60%
EW
154
Evoke Wealth
California
$6K +$6.9K +103 New
EWM
155
Endurance Wealth Management
Rhode Island
$4K
LWP
156
Lumature Wealth Partners
Georgia
$4K
GPA
157
Guidance Point Advisors
Massachusetts
$4K +$4.76K +71 New
FF
158
FourThought Financial
Florida
$3K
LWCFA
159
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K
MAM
160
McCarthy Asset Management
California
$3K
MCM
161
Manchester Capital Management
Vermont
$2K -$2.55K -38 -61%
CCA
162
Column Capital Advisors
Indiana
$2K
IFAM
163
Institutional & Family Asset Management
Colorado
$2K
MA
164
MCF Advisors
Kentucky
$2K
SC
165
Sierra Capital
Florida
$2K
BIA
166
Bell Investment Advisors
California
$2K +$2.01K +30 New
FDCDDQ
167
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.68K
BBHC
168
Brown Brothers Harriman & Co
New York
$1K
SC
169
Sawyer & Company
Massachusetts
$1K
CI
170
Cordant Inc
Oregon
$1K +$871 +13 New
First Manhattan
171
First Manhattan
New York
$1K +$1.14K +17 New
OSNBOA
172
Old Second National Bank of Aurora
Illinois
$1K +$1.47K +22 New
RWM
173
Raffa Wealth Management
District of Columbia
$939
SIS
174
Susquehanna International Securities
Ireland
-$1.82M -26,811 Closed
Marshall Wace
175
Marshall Wace
United Kingdom
-$899K -13,266 Closed