We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
501
Asset Dedication LLC
California
$6K – – –
CHC
502
City Holding Co
West Virginia
$6K – – –
EARNEST Partners
503
EARNEST Partners
Georgia
$6K – – –
OC
504
Oakworth Capital
Alabama
$6K – – –
QCG
505
Quadrant Capital Group
Ohio
$6K – – –
KJWM
506
Kiley Juergens Wealth Management
Washington
$6K +$5.92K +50 New
CAW
507
Cornerstone Advisors (Washington)
Washington
$5K – – –
PFSC
508
Peoples Financial Services Corp
Pennsylvania
$5K – – –
SA
509
SRH Advisors
Kansas
$5K – – –
FMB
510
Field & Main Bank
Kentucky
$5K +$4.74K +40 New
SWA
511
Sutton Wealth Advisors
Florida
$3.88K – – –
AC
512
Avestar Capital
New York
$3K – – –
BWM
513
BerganKDV Wealth Management
Minnesota
$2K +$1.78K +15 New
CFC
514
Coyle Financial Counsel
Illinois
$2K +$2.02K +17 New
Carson Wealth (CWM LLC)
515
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
MUS
516
Mitsubishi UFJ Securities
Japan
$1K – – –
VNA
517
Valley National Advisers
Pennsylvania
$1K +$474 +4 New
NIM
518
NuWave Investment Management
New Jersey
$1K +$948 +8 New
RA
519
Rational Advisors
New York
$1K +$948 +8 New
B
520
Bridgeworth
Alabama
$1K +$1.19K +10 New
RCAG
521
Rehmann Capital Advisory Group
Michigan
$751 – – –
VFCM
522
Valley Forge Capital Management
Florida
– -$31.8M -270,003 Closed
Artisan Partners
523
Artisan Partners
Wisconsin
– -$18.6M -158,051 Closed
Balyasny Asset Management
524
Balyasny Asset Management
Illinois
– -$10.4M -88,465 Closed
AP
525
Archon Partners
New Jersey
– -$7.61M -64,600 Closed