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Name Holding Trade Value Shares
Change
Change in
Stake
CI
501
CX Institutional
Indiana
$3K -$5.88K -365 -64%
GWS
502
Glassman Wealth Services
Virginia
$3K -$338 -21 -12%
MIM
503
Macroview Investment Management
Maryland
$3K – – –
SFA
504
Semmax Financial Advisors
North Carolina
$3K – – –
TCOV
505
Trust Company of Vermont
Vermont
$3K – – –
EIP
506
Ellis Investment Partners
Pennsylvania
$3K +$3.24K +201 New
GEA
507
Glen Eagle Advisors
New Jersey
$2.45K +$2.42K +150 New
VFA
508
Valeo Financial Advisors
Indiana
$2K -$3.22K -200 -67%
CAGAS
509
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
CCM
510
Copeland Capital Management
Pennsylvania
$2K – – –
PFSC
511
Peoples Financial Services Corp
Pennsylvania
$2K – – –
JFA
512
JNBA Financial Advisors
Minnesota
$2K +$1.72K +107 New
BC
513
Barnett & Company
Tennessee
$2K +$1.98K +123 New
RIA
514
Realta Investment Advisors
Delaware
$2K +$2.17K +135 New
Fidelity International
515
Fidelity International
Bermuda
$1K -$532 -33 -30%
APW
516
Acima Private Wealth
Virginia
$1K – – –
BWM
517
BerganKDV Wealth Management
Minnesota
$1K – – –
VCM
518
Versant Capital Management
Arizona
$1K – – –
AF
519
Allworth Financial
California
$1K +$16 +1 +2%
BWM
520
Baystate Wealth Management
Massachusetts
$1K +$16 +1 +1%
RIA
521
RPG Investment Advisory
California
$1K +$886 +55 New
PWP
522
Personal Wealth Partners
Minnesota
$1K +$1.22K +76 New
PWAG
523
Polaris Wealth Advisory Group
California
– -$24.2M -1,443,342 Closed
CCMG
524
Clark Capital Management Group
Pennsylvania
– -$20M -1,193,629 Closed
USAA
525
United Services Automobile Association
Texas
– -$17.6M -1,048,526 Closed