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Concentrix

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
301
JFS Wealth Advisors
Pennsylvania
$2K +$1.09K +9 +150%
ASN
302
Advisory Services Network
Georgia
$1.86K +$1.7K +14 New
HI
303
Harbour Investments
Wisconsin
$1.73K -$122 -1 -7%
WTC
304
WhitTier Trust Company
Nevada
$1.73K +$1.58K +13 New
RDFA
305
Ritter Daniher Financial Advisory
Ohio
$1.6K
WT
306
Whittier Trust
California
$1.46K
CCM
307
Cribstone Capital Management
Maine
$1.33K
SWA
308
Sutton Wealth Advisors
Florida
$1.06K -$122 -1 -11%
AA
309
AlphaMark Advisors
Kentucky
$1K
TFA
310
Transamerica Financial Advisors
Florida
$1K
AF
311
Advisornet Financial
Minnesota
$799 +$729 +6 New
AWM
312
Accurate Wealth Management
Florida
$684 +$608 +5 New
DI
313
Disciplined Investments
Oklahoma
$666 -$122 -1 -17%
BCM
314
Bourgeon Capital Management
Connecticut
$533
TWA
315
TCI Wealth Advisors
Arizona
$533 +$243 +2 +100%
TCWA
316
Ten Capital Wealth Advisors
Washington
$399
VCM
317
Versant Capital Management
Arizona
$266
GWS
318
Glassman Wealth Services
Virginia
$266 +$243 +2 New
TWP
319
TFO Wealth Partners
Ohio
$41 +$122 +1 New
Ninety One (UK)
320
Ninety One (UK)
United Kingdom
-$23.2M -208,037 Closed
Arrowstreet Capital
321
Arrowstreet Capital
Massachusetts
-$10.3M -91,941 Closed
Capital World Investors
322
Capital World Investors
California
-$8.97M -80,390 Closed
Qube Research & Technologies (QRT)
323
Qube Research & Technologies (QRT)
United Kingdom
-$7.75M -69,470 Closed
E
324
Ergoteles
New York
-$4.83M -43,280 Closed
HF
325
HRT Financial
New York
-$4.42M -39,625 Closed