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Name Holding Trade Value Shares
Change
Change in
Stake
FAM
501
Formidable Asset Management
Ohio
$14K
CAW
502
Cornerstone Advisors (Washington)
Washington
$10K +$3.42K +5 +50%
MPWT
503
MassMutual Private Wealth & Trust
Connecticut
$9.65K
PMFA
504
Plante Moran Financial Advisors
Michigan
$9K
GXMC
505
Global X Management Company
New York
$8K +$8.21K +12 New
CHP
506
Cable Hill Partners
Oregon
$7K +$4.11K +6 +150%
CFA
507
Carroll Financial Associates
North Carolina
$7K +$7.53K +11 New
JIC
508
Joel Isaacson & Co
New York
$7K +$7.53K +11 New
CAM
509
ClariVest Asset Management
California
$5K
MCM
510
MV Capital Management
Maryland
$5K +$5.48K +8 New
GWA
511
Genesis Wealth Advisors
Massachusetts
$4K +$4.11K +6 New
FAM
512
Fortaleza Asset Management
Illinois
$3K
GWM
513
Gupta Wealth Management
California
$3K
LWA
514
Lenox Wealth Advisors
New York
$3K
TFA
515
Transamerica Financial Advisors
Florida
$3K +$685 +1 +25%
CBT
516
Central Bank & Trust
Kentucky
$3K +$2.74K +4 New
UFA
517
US Financial Advisors
Massachusetts
$3K +$2.74K +4 New
IWMPD
518
Integrated Wealth Management (Palm Desert)
California
$2K +$2.05K +3 New
WOC
519
West Oak Capital
California
$1.33K
KT
520
Kanaly Trust
Texas
$1K
MSFP
521
Mark Sheptoff Financial Planning
Connecticut
$1K +$1.37K +2 New
QCG
522
Quadrant Capital Group
Ohio
$1K +$1.37K +2 New
LP
523
Longview Partners
Guernsey
-$61.7M -90,417 Closed
TCCM
524
Two Creeks Capital Management
New York
-$44.1M -64,634 Closed
TEC
525
Tiger Eye Capital
Tennessee
-$39.2M -57,400 Closed