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ACH

Accendra Health

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
226
Curi Wealth Management
North Carolina
$4K +$4.06K +112 New
CFD
227
Creative Financial Designs
Indiana
$4K +$4.71K +130 New
SWM
228
Spire Wealth Management
Virginia
$4K +$4.82K +133 New
RIM
229
Rockbridge Investment Management
New York
$3.84K
FGAM
230
Financial Gravity Asset Management
Texas
$3.42K -$9.89K -273 -30%
FPS
231
Fieldpoint Private Securities
Connecticut
$3K -$9.6K -265 -73%
C
232
Covestor
United Kingdom
$3K -$543 -15 -14%
ST
233
Sageworth Trust
Pennsylvania
$3K
SPIA
234
Steward Partners Investment Advisory
New York
$3K
MAM
235
Meeder Asset Management
Ohio
$2K -$2.75K -76 -51%
EW
236
Evoke Wealth
California
$2K
HFM
237
Harvest Fund Management
China
$2K
APA
238
American Portfolios Advisors
New York
$1.04K
MCM
239
Manchester Capital Management
Vermont
$1K -$1.3K -36 -52%
BA
240
Bivin & Associates
Oklahoma
$1K -$72 -2 -10%
CTC
241
Central Trust Company
Missouri
$1K
IFAM
242
Institutional & Family Asset Management
Colorado
$1K
JWA
243
JFS Wealth Advisors
Pennsylvania
$1K +$72 +2 +5%
GRP
244
Global Retirement Partners
California
$1K +$181 +5 +14%
SC
245
Schubert & Co
Texas
$1K +$652 +18 +120%
MF
246
Magnetar Financial
Illinois
$580 +$668K +18,441 New
PCH
247
Polar Capital Holdings
United Kingdom
$468
Bank of Montreal
248
Bank of Montreal
Ontario, Canada
$381 -$641K -17,686 -61%
CVA
249
Ceredex Value Advisors
Florida
-$32.6M -741,573 Closed
LSV Asset Management
250
LSV Asset Management
Illinois
-$5.94M -135,000 Closed