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Name Holding Trade Value Shares
Change
Change in
Stake
TCPG
351
Trivant Custom Portfolio Group
California
$1.7K – – –
Central Trust Company
352
Central Trust Company
Missouri
$1.61K – – –
JWA
353
JFS Wealth Advisors
Pennsylvania
$1.27K -$1.96K -18 -55%
AF
354
Advisornet Financial
Minnesota
$1.27K +$1.63K +15 New
RFG
355
REAP Financial Group
Texas
$939 – – –
CFD
356
Creative Financial Designs
Indiana
$850 -$27.4K -252 -96%
AssetMark Inc
357
AssetMark Inc
California
$763 -$869 -8 -47%
PWMG
358
Private Wealth Management Group
New Jersey
$763 -$869 -8 -47%
Allworth Financial
359
Allworth Financial
California
$763 – – –
PWA
360
Provenance Wealth Advisors
Florida
$763 – – –
CWP
361
Concord Wealth Partners
Virginia
$593 +$760 +7 New
MCM
362
MV Capital Management
Maryland
$509 +$652 +6 New
VCM
363
Versant Capital Management
Arizona
$424 +$434 +4 +400%
DPW
364
DiNuzzo Private Wealth
Pennsylvania
$339 -$543 -5 -56%
SIC
365
SJS Investment Consulting
Ohio
$255 -$1.09K -10 -77%
MassMutual Private Wealth & Trust
366
MassMutual Private Wealth & Trust
Connecticut
$169 – – –
CA
367
Claris Advisors
Missouri
$169 +$217 +2 New
VWA
368
Valued Wealth Advisors
Utah
$85 -$1.09K -10 -91%
CPA
369
Capital Performance Advisors
California
$85 +$109 +1 New
RCM
370
Raleigh Capital Management
North Carolina
$2 – – –
ClearBridge Investments
371
ClearBridge Investments
New York
– -$64.3M -476,567 Closed
Fiduciary Management Inc
372
Fiduciary Management Inc
Wisconsin
– -$61.4M -454,985 Closed
William Blair Investment Management
373
William Blair Investment Management
Illinois
– -$53.3M -395,388 Closed
Aberdeen Group
374
Aberdeen Group
United Kingdom
– -$51.9M -384,849 Closed
Rockefeller Capital Management
375
Rockefeller Capital Management
New York
– -$32.1M -237,534 Closed