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Name Holding Trade Value Shares
Change
Change in
Stake
CWC
651
Carolinas Wealth Consulting
North Carolina
$2K
CAC
652
Core Alternative Capital
Georgia
$2K
SC
653
Sierra Capital
Florida
$2K
TIM
654
Tortoise Investment Management
New York
$2K
SC
655
Schubert & Co
Texas
$2K +$350 +4 +31%
LWA
656
Lenox Wealth Advisors
New York
$2K +$1.4K +16 +229%
AFG
657
Albion Financial Group
Utah
$1K -$701 -8 -50%
JWM
658
Janiczek Wealth Management
Colorado
$1K
OA
659
Operose Advisors
Wisconsin
$1K
UFF
660
USA Financial Formulas
Michigan
$1K
GKIM
661
GW&K Investment Management
Massachusetts
$1K +$1.14K +13 New
DI
662
Disciplined Investments
Oklahoma
$1K +$1.31K +15 New
CIAS
663
CFS Investment Advisory Services
New Jersey
$1K +$8.01M +91,510 New
ACA
664
Atlas Capital Advisors
Wyoming
$469
OIM
665
Opus Investment Management
Massachusetts
-$6.6M -74,165 Closed
ACI
666
AMP Capital Investors
Australia
-$4.65M -52,221 Closed
IG
667
ING Group
Netherlands
-$4.25M -47,722 Closed
VF
668
Virtu Financial
New York
-$1.81M -20,346 Closed
DTL
669
Dynamic Technology Lab
Singapore
-$1.55M -17,382 Closed
AIM
670
Aigen Investment Management
New York
-$1.43M -16,533 Closed
A
671
Astrantus
Cyprus
-$1.19M -13,400 Closed
PRC
672
Pearl River Capital
Michigan
-$1.02M -11,492 Closed
TC
673
TwinBeech Capital
New York
-$987K -11,084 Closed
PP
674
Paloma Partners
Connecticut
-$930K -10,453 Closed
KM
675
Kalos Management
Georgia
-$717K -8,662 Closed