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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
701
SOA Wealth Advisors
New York
$648
BCWM
702
Bartlett & Co Wealth Management
Ohio
$648 +$628 +9 New
FNWA
703
Financial Network Wealth Advisors
Utah
$576 +$419 +6 +300%
RTC
704
Riverview Trust Company
Washington
$576 +$559 +8 New
SIC
705
SJS Investment Consulting
Ohio
$505 -$628 -9 -56%
NL
706
NVWM LLC
Pennsylvania
$504
JFG
707
JDM Financial Group
Texas
$504 +$489 +7 New
RAM
708
Riggs Asset Management
Pennsylvania
$433
FCA
709
FinTrust Capital Advisors
South Carolina
$361
CA
710
Claris Advisors
Missouri
$360 +$349 +5 New
BMC
711
Bear Mountain Capital
Washington
$280
VWA
712
Valued Wealth Advisors
Utah
$217 -$70 -1 -25%
IAIM
713
International Assets Investment Management
Florida
$217 +$1.09M +15,626 New
FPFS
714
First Personal Financial Services
North Carolina
$145 +$140 +2 New
WA
715
WestEnd Advisors
North Carolina
$144
PWMG
716
Private Wealth Management Group
New Jersey
$73 -$978 -14 -93%
MFG
717
Mendota Financial Group
Wisconsin
$73 +$70 +1 New
WBC
718
West Branch Capital
Massachusetts
$39 +$70 +1 New
ClearBridge Investments
719
ClearBridge Investments
New York
-$284M -4,039,247 Closed
Nomura Holdings
720
Nomura Holdings
Japan
-$98.6M -1,400,319 Closed
IG
721
ING Group
Netherlands
-$35.7M -506,909 Closed
ICM
722
Invenomic Capital Management
Massachusetts
-$26.6M -378,306 Closed
Fisher Asset Management
723
Fisher Asset Management
Washington
-$18.8M -266,641 Closed
Toronto Dominion Bank
724
Toronto Dominion Bank
Ontario, Canada
-$9.34M -132,672 Closed
HRCM
725
Hawk Ridge Capital Management
California
-$8.21M -116,537 Closed