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Name Holding Trade Value Shares
Change
Change in
Stake
DPW
301
DiNuzzo Private Wealth
Pennsylvania
$926 -$92 -1 -8%
RWM
302
Rialto Wealth Management
New York
$926 +$1.1K +12 New
TWD
303
True Wealth Design
Ohio
$926 +$1.1K +12 New
SIC
304
SJS Investment Consulting
Ohio
$849 – – –
HNB
305
Huntington National Bank
Ohio
$848 -$92 -1 -8%
PFBT
306
Parkside Financial Bank & Trust
Missouri
$695 – – –
GFPC
307
Global Financial Private Client
Florida
$386 +$183 +2 +67%
GC
308
Garde Capital
Washington
$386 +$459 +5 New
GP
309
Greenline Partners
New York
$231 +$275 +3 New
AWM
310
Abound Wealth Management
Tennessee
$155 +$183 +2 New
PWM
311
Parkworth Wealth Management
California
$154 – – –
BHWM
312
Bay Harbor Wealth Management
Maryland
$154 +$183 +2 New
HIA
313
HFM Investment Advisors
New Jersey
$78 +$92 +1 New
Fidelity International
314
Fidelity International
Bermuda
– -$19.9M -205,430 Closed
CRM
315
Cramer Rosenthal McGlynn
Connecticut
– -$16.5M -170,245 Closed
ACA
316
AYAL Capital Advisors
Ontario, Canada
– -$8.41M -86,961 Closed
HIM
317
Hillsdale Investment Management
Ontario, Canada
– -$3.61M -37,360 Closed
CAM
318
Crown Advisors Management
California
– -$2.9M -30,000 Closed
4A
319
4D Advisors
California
– -$2.42M -25,000 Closed
NIG
320
NFJ Investment Group
Texas
– -$2.04M -21,092 Closed
Point72 Asset Management
321
Point72 Asset Management
Connecticut
– -$1.94M -20,033 Closed
OC
322
Oppenheimer & Co
New York
– -$1.71M -17,717 Closed
LOAMU
323
Lombard Odier Asset Management (USA)
New York
– -$1.51M -15,567 Closed
SSIM
324
Sheets Smith Investment Management
Texas
– -$1.26M -12,990 Closed
TCM
325
Thames Capital Management
New Jersey
– -$1M -10,374 Closed