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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
276
Selective Wealth Management
Virginia
$2K
RA
277
Rise Advisors
New York
$2K +$35 +2 +2%
AAP
278
Arax Advisory Partners
Colorado
$2K +$656 +37 +100%
GWS
279
Glassman Wealth Services
Virginia
$2K +$691 +39 +55%
CFB
280
Cullen/Frost Bankers
Texas
$2K +$886 +50 +79%
LF
281
Lee Financial
Texas
$2K +$2.73K +154 New
JWA
282
JFS Wealth Advisors
Pennsylvania
$1K -$1.83K -103 -70%
UB
283
UMB Bank
Missouri
$1K -$1.29K -73 -59%
CWP
284
Concord Wealth Partners
Virginia
$1K -$1.17K -66 -49%
GRP
285
Global Retirement Partners
California
$1K -$408 -23 -27%
AssetMark Inc
286
AssetMark Inc
California
$1K -$266 -15 -14%
CSB
287
City State Bank
Iowa
$1K
LFA
288
Level Financial Advisors
New York
$1K
SSC
289
Syverson Strege & Co
Iowa
$1K
WB
290
Webster Bank
Connecticut
$1K
DI
291
Disciplined Investments
Oklahoma
$1K +$53 +3 +7%
SC
292
Schubert & Co
Texas
$1K +$727 +41 +84%
BIA
293
Bell Investment Advisors
California
$1K +$957 +54 New
BSB
294
Bangor Savings Bank
Maine
$1K +$1.42K +80 New
CT
295
Caldwell Trust
Florida
$668
RWM
296
Raffa Wealth Management
District of Columbia
$475
SWA
297
Sutton Wealth Advisors
Florida
$416 +$496 +28 New
WIM
298
Westside Investment Management
California
$8
Point72 Asset Management
299
Point72 Asset Management
Connecticut
-$20.4M -1,009,900 Closed
Two Sigma Investments
300
Two Sigma Investments
New York
-$10.9M -541,178 Closed