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Concentrix

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
301
Bell Investment Advisors
California
$3K +$2.65K +16 New
Whittier Trust
302
Whittier Trust
California
$2K -$209K -1,263 -99%
AA
303
AlphaMark Advisors
Kentucky
$2K – – –
OIA
304
Optimum Investment Advisors
Illinois
$2K – – –
RDFA
305
Ritter Daniher Financial Advisory
Ohio
$2K – – –
SCA
306
Stonebridge Capital Advisors
Minnesota
$2K – – –
CFA
307
Carroll Financial Associates
North Carolina
$2K +$2.48K +15 New
WPA
308
West Paces Advisors
Georgia
$1.59K – – –
EI
309
Ellevest Inc
New York
$1K -$1.33K -8 -62%
LC
310
Lindbrook Capital
California
$1K – – –
FMP
311
Financial Management Professionals
Texas
$1K +$497 +3 New
Geneos Wealth Management
312
Geneos Wealth Management
Colorado
$1K +$994 +6 New
SWA
313
Sutton Wealth Advisors
Florida
$531 – – –
ACA
314
Atlas Capital Advisors
Wyoming
$354 – – –
Select Equity Group
315
Select Equity Group
New York
– -$16.6M -103,241 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
316
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$4.55M -28,300 Closed
Balyasny Asset Management
317
Balyasny Asset Management
Illinois
– -$3.23M -20,103 Closed
Susquehanna International Group
318
Susquehanna International Group
Pennsylvania
– -$1.63M -9,847 Closed
Tudor Investment Corp
319
Tudor Investment Corp
Connecticut
– -$1.54M -9,562 Closed
Squarepoint
320
Squarepoint
New York
– -$1.06M -6,568 Closed
Exchange Traded Concepts
321
Exchange Traded Concepts
Oklahoma
– -$737K -4,581 Closed
Empirical Finance
322
Empirical Finance
Pennsylvania
– -$699K -4,345 Closed
FAIM
323
Financial Advocates Investment Management
Washington
– -$358K -3,519 Closed
DCM
324
Dupont Capital Management
Delaware
– -$504K -3,134 Closed
Inspire Investing
325
Inspire Investing
Idaho
– -$488K -3,036 Closed