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AdvanSix

Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
201
Clear Harbor Asset Management
Connecticut
-$3.45K -268 Closed
AIM
202
Anchor Investment Management
South Carolina
-$2.85K -221 Closed
PMFA
203
Plante Moran Financial Advisors
Michigan
-$206 -12 -57%
PA
204
Parallel Advisors
California
-$188 -11 -35%
ASN
205
Advisory Services Network
Georgia
-$171 -10 -59%
CFB
206
Cullen/Frost Bankers
Texas
-$103 -6 -55%
JFA
207
JNBA Financial Advisors
Minnesota
-$69 -4 -29%
ZB
208
Zions Bancorporation
Utah
-$69 -4 -44%
IA
209
IFP Advisors
Florida
-$34 -2 -50%
AWA
210
Arkadios Wealth Advisors
Georgia
-$14 -1 Closed
EFSCE
211
Enterprise Financial Services Corp (EFSC)
Missouri
-$17 -1 -50%
RFA
212
Reilly Financial Advisors
California
-$17 -1 -33%
JPLA
213
Joseph P. Lucia & Associates
New York
+$17 +1 New
OSAM
214
O'Shaughnessy Asset Management
Connecticut
+$17 +1 +5%
PFGIA
215
Patriot Financial Group Insurance Agency
Massachusetts
+$17 +1 +20%
RIM
216
Rockbridge Investment Management
New York
+$17 +1 New
SN
217
Sittner & Nelson
Oregon
+$17 +1 New
TIAM2
218
Tru Independence Asset Management 2
Oregon
+$17 +1 New
CFA
219
Carroll Financial Associates
North Carolina
+$69 +4 +14%
COCM
220
Charter Oak Capital Management
New Hampshire
+$69 +4 New
DOA
221
D'Orazio & Associates
Virginia
+$69 +4 +50%
FPS
222
Fieldpoint Private Securities
Connecticut
+$86 +5 New
FFA
223
Freedman Financial Associates
Massachusetts
+$86 +5 New
GLLW
224
Graves Light Lenhart Wealth
Virginia
+$86 +5 New
AWM
225
Accel Wealth Management
Iowa
+$103 +6 New