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Name Holding Trade Value Shares
Change
Change in
Stake
CM
326
Caption Management
Oklahoma
$6K -$428K -15,700 -99%
CFN
327
Cordasco Financial Network
Florida
$6K
CFD
328
Creative Financial Designs
Indiana
$6K
EARNEST Partners
329
EARNEST Partners
Georgia
$4K
LWCFA
330
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K +$3.49K +128 New
MI
331
Markston International
New York
$3K -$4.09K -150 -60%
ICP
332
Interchange Capital Partners
Pennsylvania
$3K +$3.05K +112 New
BCWM
333
Bartlett & Co Wealth Management
Ohio
$2.23K +$2.13K +78 New
OSAM
334
O'Shaughnessy Asset Management
Connecticut
$2K -$627 -23 -29%
EFSCE
335
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
PFBT
336
Parkside Financial Bank & Trust
Missouri
$2K
CCA
337
Childress Capital Advisors
Texas
$2K +$1.44K +53 New
BC
338
Bartlett & Co
Ohio
$2K +$2.13K +78 New
CFB
339
Cullen/Frost Bankers
Texas
$2K +$2.15K +79 New
AssetMark Inc
340
AssetMark Inc
California
$2K +$2.31K +85 New
SPIA
341
Steward Partners Investment Advisory
New York
$1K -$272 -10 -29%
Carson Wealth (CWM LLC)
342
Carson Wealth (CWM LLC)
Nebraska
$1K
IA
343
IFP Advisors
Florida
$1K
TFGT
344
TS Financial Group (TSFG)
Illinois
$1K
Northwestern Mutual Wealth Management
345
Northwestern Mutual Wealth Management
Wisconsin
$1K +$490 +18 New
PCG
346
Private Capital Group
Connecticut
$1K +$1.01K +37 New
RWM
347
Raffa Wealth Management
District of Columbia
$828
GEA
348
Glen Eagle Advisors
New Jersey
$514 +$490 +18 New
BBHC
349
Brown Brothers Harriman & Co
New York
-$21.5M -970,000 Closed
SCM
350
SIR Capital Management
New York
-$13.3M -600,564 Closed