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Name Holding Trade Value Shares
Change
Change in
Stake
VNA
1301
Valley National Advisers
Pennsylvania
$4K – – –
JWA
1302
JFS Wealth Advisors
Pennsylvania
$4K +$3.83K +18 New
MWM
1303
Mascoma Wealth Management
New Hampshire
$4K +$3.83K +18 New
DWP
1304
Destiny Wealth Partners
Florida
$4K +$4.04K +19 New
HS
1305
Horan Securities
United States
$3K – – –
PCA
1306
Providence Capital Advisors
North Carolina
$3K – – –
SWA
1307
SOA Wealth Advisors
New York
$3K – – –
TAIM
1308
TD Ameritrade Investment Management
Nebraska
$3K – – –
WCM
1309
Wealthcare Capital Management
Virginia
$3K +$2.98K +14 New
TFGT
1310
TS Financial Group (TSFG)
Illinois
$2K -$3.83K -18 -72%
ME
1311
McIlrath & Eck
Washington
$2K -$1.28K -6 -43%
MAWCM
1312
Mine & Arao Wealth Creation & Management
California
$2K – – –
RWB
1313
RMR Wealth Builders
New Jersey
$2K +$2.13K +10 New
SIS
1314
Sound Income Strategies
Florida
$1.07K – – –
LFG
1315
Larson Financial Group
Missouri
$1K – – –
GFPC
1316
Global Financial Private Client
Florida
$651 – – –
WIM
1317
Westside Investment Management
California
$21 – – –
OAM
1318
Optimal Asset Management
California
– -$812K -556,015 Closed
EAM
1319
Eventide Asset Management
Massachusetts
– -$49.8M -230,000 Closed
QIM
1320
Quest Investment Management
Oregon
– -$15.1M -69,862 Closed
MSE
1321
MUFG Securities EMEA
United Kingdom
– -$14.1M -65,000 Closed
MSA
1322
Mason Street Advisors
Wisconsin
– -$7.41M -34,257 Closed
OCM
1323
Oribel Capital Management
New York
– -$7.18M -33,200 Closed
EFEM
1324
Eos Focused Equity Management
New York
– -$6.53M -30,173 Closed
DCM
1325
Decatur Capital Management
Georgia
– -$5.41M -25,019 Closed