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Name Holding Trade Value Shares
Change
Change in
Stake
DBT
501
Dubuque Bank & Trust
Iowa
$6K – – –
HWM
502
Holloway Wealth Management
Florida
$6K – – –
LA
503
Legacy Advisors
Pennsylvania
$6K – – –
TWA
504
TCI Wealth Advisors
Arizona
$6K – – –
CCM
505
Covington Capital Management
California
$6K +$6.14K +100 New
SWA
506
Sutton Wealth Advisors
Florida
$5.13K – – –
PCP
507
Proficio Capital Partners
Massachusetts
$4K – – –
WB
508
Webster Bank
Connecticut
$4K – – –
AssetMark Inc
509
AssetMark Inc
California
$4K +$2.77K +45 +150%
TFO
510
Tarbox Family Office
California
$3K – – –
MOS
511
MGO One Seven
Ohio
$3K +$2.7K +44 New
GFP
512
Gryphon Financial Partners
Ohio
$3K +$3.32K +54 New
WEC
513
Winslow Evans & Crocker
Massachusetts
$2.66K – – –
CAW
514
Cornerstone Advisors (Washington)
Washington
$2K – – –
DSN
515
D. Scott Neal
Kentucky
$2K – – –
FGC
516
Financial Gravity Companies
Texas
$2K +$1.72K +28 New
TL
517
TrueWealth LLC
Georgia
$2K +$1.84K +30 New
BBHC
518
Brown Brothers Harriman & Co
New York
$2K +$2.4K +39 New
EA
519
Edge Advisors
Georgia
$2K +$3.07K +50 New
Arrowstreet Capital
520
Arrowstreet Capital
Massachusetts
– -$28.3M -488,731 Closed
NFA
521
Nationwide Fund Advisors
Ohio
– -$15M -259,448 Closed
QIM
522
Quantitative Investment Management
Virginia
– -$11.3M -195,600 Closed
CIBC World Market
523
CIBC World Market
Ontario, Canada
– -$5.79M -100,036 Closed
Credit Agricole
524
Credit Agricole
France
– -$5.38M -93,020 Closed
AP
525
AHL Partners
United Kingdom
– -$5.24M -90,658 Closed