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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
326
Advantage Investment Management
Iowa
$11K
VFA
327
Valeo Financial Advisors
Indiana
$11K +$1.77K +34 +19%
PCA
328
Providence Capital Advisors
North Carolina
$11K +$10.7K +206 New
CA
329
Calton & Associates
Florida
$10K +$10.5K +201 New
SIAS
330
Shine Investment Advisory Services
Colorado
$9K
BBHC
331
Brown Brothers Harriman & Co
New York
$9K +$9.37K +180 New
JWA
332
JFS Wealth Advisors
Pennsylvania
$8K +$7.5K +144 New
PCG
333
Private Capital Group
Connecticut
$8K +$8.38K +161 New
GWM
334
Geneos Wealth Management
Colorado
$5K
IWM
335
IHT Wealth Management
Illinois
$5K +$5.21K +100 New
BWA
336
BDO Wealth Advisors
Florida
$4K
RWA
337
Ropes Wealth Advisors
Massachusetts
$4K +$4.17K +80 New
KJWM
338
Kiley Juergens Wealth Management
Washington
$4K +$4.53K +87 New
BWA
339
Burt Wealth Advisors
Maryland
$3K +$2.5K +48 New
Carson Wealth (CWM LLC)
340
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.33K +64 New
SMG
341
Spectrum Management Group
Indiana
$2K
SP
342
SWS Partners
Ohio
$2K +$1.98K +38 New
WC
343
Whitnell & Co
Illinois
$2K +$2.13K +41 New
BWL
344
Bogart Wealth LLC
Virginia
$1K
EA
345
Edge Advisors
Georgia
$1K
CBT
346
Capital Bank & Trust
California
$1K +$625 +12 New
EARNEST Partners
347
EARNEST Partners
Georgia
$1K +$677 +13 New
SPI
348
Santori & Peters Inc
Pennsylvania
$1K +$1.25K +24 New
AL
349
AJO LP
Pennsylvania
-$50.5M -987,654 Closed
Credit Agricole
350
Credit Agricole
France
-$32.5M -635,084 Closed