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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
701
Bartlett & Co Wealth Management
Ohio
$2.48K
WPA
702
West Paces Advisors
Georgia
$2.48K
AWM
703
AllSquare Wealth Management
New York
$2K
BC
704
Bartlett & Co
Ohio
$2K
BFC
705
Bedel Financial Consulting
Indiana
$2K
FMP
706
Financial Management Professionals
Texas
$2K
SFO
707
Standard Family Office
South Dakota
$2K
TSW
708
Thompson Siegel & Walmsley
Virginia
$2K +$1.6K +11 New
WCM
709
Wealthcare Capital Management
Virginia
$2K +$2.47K +17 New
KFS
710
Kelly Financial Services
Massachusetts
$1.38K
MLFP
711
MPS Loria Financial Planners
Illinois
$1K
TFM
712
TFC Financial Management
Massachusetts
$1K
CA
713
Clearstead Advisors
Ohio
$1K +$1.02K +7 New
MCM
714
MV Capital Management
Maryland
$1K +$1.31K +9 New
CAM
715
Costello Asset Management
Pennsylvania
$1K +$1.45K +10 New
TFA
716
Toth Financial Advisory
Virginia
$1K +$1.45K +10 New
GFPC
717
Global Financial Private Client
Florida
$985
FGAM
718
Financial Gravity Asset Management
Texas
$747 -$8.29K -57 -42%
BBHC
719
Brown Brothers Harriman & Co
New York
$242 +$63.1K +434 +33%
SWM
720
Sugarloaf Wealth Management
Georgia
$21
Harris Associates
721
Harris Associates
Illinois
-$272M -2,085,897 Closed
GIM
722
Generation Investment Management
United Kingdom
-$195M -1,493,092 Closed
SSM
723
Sound Shore Management
Connecticut
-$75.5M -579,664 Closed
Alyeska Investment Group
724
Alyeska Investment Group
Illinois
-$29.1M -223,224 Closed
DSA
725
Davis Selected Advisers
Arizona
-$23.9M -183,656 Closed