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Name Holding Trade Value Shares
Change
Change in
Stake
JSC
1126
Jackson Square Capital
California
$3K +$3.69K +19 New
LWA
1127
Lenox Wealth Advisors
New York
$2K -$582 -3 -25%
AWM
1128
AllSquare Wealth Management
New York
$2K – – –
CWM
1129
Cranbrook Wealth Management
Michigan
$2K – – –
Kayne Anderson Rudnick Investment Management
1130
Kayne Anderson Rudnick Investment Management
California
$2K – – –
CCM
1131
Cox Capital Management
Massachusetts
$2K +$1.75K +9 New
NC
1132
NewSquare Capital
Pennsylvania
$2K +$1.94K +10 New
AW
1133
Avion Wealth
Texas
$2K +$2.13K +11 New
WIM
1134
Westside Investment Management
California
$1.14K +$1.25M +6,437 New
FP
1135
Financial Perspectives
Minnesota
$1.06K – – –
AWM
1136
Atticus Wealth Management
Florida
$1K -$1.36K -7 -54%
AIC
1137
Archer Investment Corporation
Indiana
$1K – – –
BAMG
1138
Brand Asset Management Group
Missouri
$1K – – –
CCA
1139
Column Capital Advisors
Indiana
$1K – – –
GWMIA
1140
Global Wealth Management Investment Advisory
Florida
$1K – – –
LWM
1141
Liberty Wealth Management
California
$1K – – –
NR
1142
Newfound Research
Massachusetts
$1K – – –
QAM
1143
QCI Asset Management
New York
$1K – – –
PCTC
1144
Perkins Coie Trust Company
Washington
$1K +$582 +3 New
CFO
1145
CVA Family Office
Colorado
$1K +$776 +4 New
BCM
1146
Bourgeon Capital Management
Connecticut
$1K +$1.36K +7 New
CRC
1147
Cedar Rock Capital
United Kingdom
– -$201M -983,479 Closed
Assenagon Asset Management
1148
Assenagon Asset Management
Luxembourg
– -$58.6M -286,792 Closed
CVA
1149
Ceredex Value Advisors
Florida
– -$57M -278,859 Closed
EIP
1150
Easterly Investment Partners
Massachusetts
– -$37.4M -182,882 Closed