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Name Holding Trade Value Shares
Change
Change in
Stake
HR
976
Howe & Rusling
New York
$6K – – –
ED
977
Exane Derivatives
France
$5.86K -$4.1M -25,615 -100%
AF
978
Allworth Financial
California
$5K – – –
ME
979
McIlrath & Eck
Washington
$5K – – –
SIS
980
Sound Income Strategies
Florida
$5K – – –
LFG
981
Larson Financial Group
Missouri
$5K +$160 +1 +3%
LWM
982
Liberty Wealth Management
California
$5K +$960 +6 +27%
AA
983
Advisory Alpha
Michigan
$4.8K +$4.96K +31 New
SC
984
Skylands Capital
Wisconsin
$4K -$20K -125 -83%
LFG
985
LifePlan Financial Group
Ohio
$4K – – –
WCG
986
Weaver Consulting Group
California
$4K – – –
SWM
987
Selective Wealth Management
Virginia
$4K +$4.16K +26 New
Acadian Asset Management
988
Acadian Asset Management
Massachusetts
$3K -$795K -4,967 -100%
EWA
989
Evolution Wealth Advisors
Florida
$3K -$2.56K -16 -43%
GWS
990
Glassman Wealth Services
Virginia
$3K -$1.12K -7 -27%
GWAG
991
Garrett Wealth Advisory Group
Texas
$2.12K +$2.08K +13 New
RWM
992
Raffa Wealth Management
District of Columbia
$2.12K +$2.08K +13 New
Boston Partners
993
Boston Partners
Massachusetts
$2K -$33.9M -211,935 -100%
Kayne Anderson Rudnick Investment Management
994
Kayne Anderson Rudnick Investment Management
California
$2K – – –
NR
995
Newfound Research
Massachusetts
$2K – – –
PO
996
Private Ocean
California
$2K – – –
TFGT
997
TS Financial Group (TSFG)
Illinois
$2K – – –
WWM
998
Willingdon Wealth Management
North Carolina
$2K +$1.76K +11 New
EI
999
Ellevest Inc
New York
$2K +$1.92K +12 New
MCM
1000
MV Capital Management
Maryland
$2K +$1.92K +12 New