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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1276
LBA Wealth Management
Florida
$10K – – –
AFIA
1277
America First Investment Advisors
Nebraska
$9K – – –
APSP
1278
Asset Planning Services (Pennsylvania)
Pennsylvania
$9K +$9.04K +114 New
MA
1279
MCF Advisors
Kentucky
$8K -$3.49K -44 -30%
LWA
1280
Lenox Wealth Advisors
New York
$7K – – –
MUS
1281
Mitsubishi UFJ Securities
Japan
$7K +$7.14K +90 New
AC
1282
Alexandria Capital
Virginia
$5K -$7.78K -98 -59%
CFSG
1283
Community Financial Services Group
Vermont
$5K – – –
OSAM
1284
O'Shaughnessy Asset Management
Connecticut
$5K +$4.13K +52 +400%
AssetMark Inc
1285
AssetMark Inc
California
$4K +$4.36K +55 New
NC
1286
NewSquare Capital
Pennsylvania
$4K +$4.36K +55 New
HCM
1287
Horrell Capital Management
Arkansas
$3K – – –
RCG
1288
Ruggie Capital Group
Florida
$3K +$2.78K +35 New
BWFA
1289
Baltimore-Washington Financial Advisors
Maryland
$2K -$15.9K -200 -87%
VNA
1290
Valley National Advisers
Pennsylvania
$2K – – –
LWA
1291
Lowe Wealth Advisors
Maryland
$2K +$1.59K +20 New
PRS
1292
Pinkerton Retirement Specialists
Idaho
$2K +$1.75K +22 New
RWM
1293
Rezny Wealth Management
Florida
$2K +$2.46K +31 New
BCMIO
1294
Beacon Capital Management Inc (Ohio)
Ohio
$1K – – –
SA
1295
SRH Advisors
Kansas
$1K – – –
MSFP
1296
Mark Sheptoff Financial Planning
Connecticut
$1K +$714 +9 New
Viking Global Investors
1297
Viking Global Investors
Connecticut
– -$232M -2,973,038 Closed
LPU
1298
Lansdowne Partners (UK)
United Kingdom
– -$205M -2,627,269 Closed
Two Sigma Investments
1299
Two Sigma Investments
New York
– -$160M -2,018,573 Closed
MC
1300
Montag & Caldwell
Georgia
– -$100M -1,285,058 Closed