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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
651
Delta Asset Management
Tennessee
$2.04K – – –
BAM
652
Bellevue Asset Management
Washington
$2.04K – – –
CAM
653
ClariVest Asset Management
California
$2K – – –
TAIM
654
TD Ameritrade Investment Management
Nebraska
$2K – – –
PVH
655
Psagot Value Holdings
Israel
$2K +$1.28K +15 +214%
CWC
656
Carolinas Wealth Consulting
North Carolina
$1.96K – – –
TIM
657
Tortoise Investment Management
New York
$1.69K – – –
TCA
658
Trifecta Capital Advisors
Illinois
$1.39K – – –
DI
659
Disciplined Investments
Oklahoma
$1.31K -$86 -1 -6%
RTL
660
Red Tortoise LLC
Georgia
$1.06K – – –
SS
661
Sunbelt Securities
Texas
$1.06K – – –
2L
662
25 LLC
Missouri
$1.02K +$514 +6 +100%
FMP
663
Financial Management Professionals
Texas
$1K – – –
AW
664
Avion Wealth
Texas
$1K +$2.06K +24 New
TFM
665
TFC Financial Management
Massachusetts
$899 +$942 +11 New
SIC
666
SJS Investment Consulting
Ohio
$817 -$343 -4 -29%
UFF
667
USA Financial Formulas
Michigan
$490 – – –
FCAG
668
First Capital Advisors Group
New Jersey
$490 +$514 +6 New
Kayne Anderson Rudnick Investment Management
669
Kayne Anderson Rudnick Investment Management
California
$490 +$514 +6 New
OA
670
Operose Advisors
Wisconsin
$451 +$86 +1 +20%
ACA
671
Atlas Capital Advisors
Wyoming
$408 – – –
TWD
672
True Wealth Design
Ohio
$246 – – –
CTA
673
Colonial Trust Advisors
South Carolina
$163 – – –
GJIA
674
Glass Jacobson Investment Advisors
Maryland
$82 +$86 +1 New
GCM
675
Greenland Capital Management
New York
– -$15.9M -184,303 Closed