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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
526
Tortoise Investment Management
New York
$9K
CAPTRUST Financial Advisors
527
CAPTRUST Financial Advisors
North Carolina
$8K -$29.3K -650 -76%
KA
528
Kaizen Advisory
Illinois
$8K
PW
529
Price Wealth
Texas
$6K -$6.49K -144 -50%
DAM
530
Delta Asset Management
Tennessee
$6K
HWM
531
Holloway Wealth Management
Florida
$6K
BFEC
532
Benjamin F. Edwards & Company
Missouri
$6K +$6.76K +150 New
LGWM
533
Litman Gregory Wealth Management
California
$5K
FC
534
Ferris Capital
Massachusetts
$5K +$4.68K +104 New
AIM
535
Advantage Investment Management
Iowa
$4K -$4.5K -100 -53%
GAM
536
Gemmer Asset Management
California
$4K -$3.2K -71 -43%
GFP
537
Gryphon Financial Partners
Ohio
$4K -$2.52K -56 -39%
CA
538
Centerpoint Advisors
Massachusetts
$4K
EARNEST Partners
539
EARNEST Partners
Georgia
$4K
HFM
540
Hartford Financial Management
Connecticut
$4K
IWM
541
IHT Wealth Management
Illinois
$4K
LA
542
Legacy Advisors
Pennsylvania
$4K
PGWM
543
Parisi Gray Wealth Management
New Jersey
$4K +$45 +1 +1%
AF
544
Allworth Financial
California
$4K +$4.5K +100 New
CBT
545
Central Bank & Trust
Kentucky
$3K -$2.12K -47 -39%
AF
546
Advisornet Financial
Minnesota
$3K
FMII
547
Farmers & Merchants Investments Inc
Nebraska
$3K
CCM
548
Cribstone Capital Management
Maine
$3K +$3.33K +74 New
CIA
549
Cascade Investment Advisors
Oregon
$2.17K +$2.25K +50 New
TWA
550
TCI Wealth Advisors
Arizona
$2K -$7.39K -164 -77%