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FTI Consulting

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
301
Concourse Financial Group Securities
Alabama
$9K -$8.65K -73 -54%
TAIM
302
TD Ameritrade Investment Management
Nebraska
$8K – – –
FHA
303
First Horizon Advisors
Tennessee
$7K -$5.8K -49 -49%
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
VFA
305
Valeo Financial Advisors
Indiana
$7K – – –
VCM
306
Vigilant Capital Management
Maine
$7K – – –
BMD
307
Better Money Decisions
New Mexico
$7K +$5.8K +49 New
PMFA
308
Plante Moran Financial Advisors
Michigan
$6K +$4.86K +41 New
VCM
309
Versant Capital Management
Arizona
$5K – – –
ACM
310
AUA Capital Management
Pennsylvania
$4K +$1.66K +14 +78%
MAM
311
Meeder Asset Management
Ohio
$4K +$3.32K +28 New
JWM
312
Janiczek Wealth Management
Colorado
$3K -$592 -5 -19%
IAIM
313
International Assets Investment Management
Florida
$3K – – –
OSAM
314
O'Shaughnessy Asset Management
Connecticut
$2K – – –
TFA
315
Toth Financial Advisory
Virginia
$2K – – –
SWM
316
Spire Wealth Management
Virginia
$2K +$1.42K +12 New
BCA
317
Berman Capital Advisors
Georgia
$1K +$355 +3 +38%
LC
318
Lindbrook Capital
California
$1K +$474 +4 New
WAP
319
Wealthcare Advisory Partners
Pennsylvania
$1K +$829 +7 New
RCAMU
320
Rothschild & Co Asset Management US
Connecticut
– -$18.8M -167,857 Closed
SI
321
Scout Investments
Missouri
– -$14.5M -129,551 Closed
SC
322
Shellback Capital
Massachusetts
– -$8.94M -80,000 Closed
Acadian Asset Management
323
Acadian Asset Management
Massachusetts
– -$6.53M -58,420 Closed
LC
324
Lunia Capital
Texas
– -$5.42M -48,544 Closed
Robeco Institutional Asset Management
325
Robeco Institutional Asset Management
Netherlands
– -$4.97M -44,451 Closed