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CVB Financial

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
201
JFS Wealth Advisors
Pennsylvania
$4K +$1K +42 +38%
AF
202
Allworth Financial
California
$3K
QC
203
Quent Capital
New York
$3K +$24 +1 +0.8%
CAM
204
ClariVest Asset Management
California
$2K
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$2K
GRP
206
Global Retirement Partners
California
$2K +$167 +7 +9%
SC
207
Schubert & Co
Texas
$2K +$1.03K +43 +172%
APA
208
American Portfolios Advisors
New York
$1.86K
CFGS
209
Concourse Financial Group Securities
Alabama
$1K
GWS
210
Glassman Wealth Services
Virginia
$1K
MCM
211
Manchester Capital Management
Vermont
$1K
QCG
212
Quadrant Capital Group
Ohio
$1K
S
213
SignatureFD
Georgia
$1K
DI
214
Disciplined Investments
Oklahoma
$1K +$72 +3 +9%
BIA
215
Bell Investment Advisors
California
$1K +$550 +23 New
SFG
216
Steward Financial Group
Texas
$1K +$1.41K +59 New
Creative Planning
217
Creative Planning
Kansas
-$27.2M -1,171,947 Closed
D.E. Shaw & Co
218
D.E. Shaw & Co
New York
-$2.52M -108,792 Closed
Holocene Advisors
219
Holocene Advisors
New York
-$2.37M -102,253 Closed
BGIM
220
Brandywine Global Investment Management
Pennsylvania
-$1.4M -60,173 Closed
OQS
221
Occudo Quantitative Strategies
Florida
-$1.06M -45,605 Closed
AIM
222
Aigen Investment Management
New York
-$538K -23,193 Closed
NC
223
NinePointTwo Capital
California
-$332K -14,314 Closed
FPS
224
Fieldpoint Private Securities
Connecticut
-$146K -6,291 Closed
FAG
225
Fortitude Advisory Group
Washington
-$19K -832 Closed