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Acco Brands

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
201
Valeo Financial Advisors
Indiana
$2K – – –
WAM
202
Wealthspire Advisors (Maryland)
Maryland
$2K – – –
FGAM
203
Financial Gravity Asset Management
Texas
$2K +$487 +38 +28%
HT
204
Heritage Trust
Oklahoma
$2K +$1.81K +141 New
RCAG
205
Rehmann Capital Advisory Group
Michigan
$1.3K – – –
S
206
SignatureFD
Georgia
$1K -$782 -61 -39%
AWM
207
AllSquare Wealth Management
New York
$1K – – –
BWM
208
Baystate Wealth Management
Massachusetts
$1K – – –
CHP
209
Cable Hill Partners
Oregon
$1K – – –
CFA
210
Carroll Financial Associates
North Carolina
$1K – – –
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
VNA
212
Valley National Advisers
Pennsylvania
$1K – – –
YWP
213
YorkBridge Wealth Partners
New York
$1K – – –
CTB
214
Country Trust Bank
Illinois
$1K +$603 +47 New
ADL
215
Asset Dedication LLC
California
$1K +$744 +58 New
NFG
216
Next Financial Group
Texas
$1K +$1.51K +118 New
GAM
217
Gotham Asset Management
New York
– -$3.28M -236,870 Closed
PCM
218
Piermont Capital Management
Missouri
– -$2.45M -176,970 Closed
KCM
219
Kennedy Capital Management
Missouri
– -$2.39M -172,471 Closed
MC
220
Menta Capital
California
– -$1.45M -104,409 Closed
ZIM
221
Zacks Investment Management
Illinois
– -$1.23M -88,901 Closed
WI
222
WBI Investments
New Jersey
– -$985K -71,154 Closed
CM
223
Crestline Management
Texas
– -$956K -69,059 Closed
AA
224
ALPS Advisors
Colorado
– -$485K -35,052 Closed
Envestnet Asset Management
225
Envestnet Asset Management
Illinois
– -$300K -21,668 Closed