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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
551
BDO Wealth Advisors
Florida
$2K – – –
CYG
552
Clean Yield Group
Vermont
$2K – – –
PMFA
553
Plante Moran Financial Advisors
Michigan
$2K – – –
CI
554
CX Institutional
Indiana
$2K +$346 +1 +25%
JCM
555
Jacobi Capital Management
Pennsylvania
$2K +$1.04K +3 +100%
CA
556
Clearstead Advisors
Ohio
$2K +$2.07K +6 New
CFB
557
Cullen/Frost Bankers
Texas
$2K +$2.07K +6 New
CA
558
Crewe Advisors
Utah
$2K +$2.42K +7 New
RA
559
Rational Advisors
New York
$2K +$2.42K +7 New
RWM
560
Raffa Wealth Management
District of Columbia
$1.67K – – –
PFGIA
561
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
MCM
562
Manchester Capital Management
Vermont
$1K +$1.04K +3 New
Wellington Management Group
563
Wellington Management Group
Massachusetts
– -$55.9M -170,323 Closed
Bank of Nova Scotia
564
Bank of Nova Scotia
Ontario, Canada
– -$9.46M -28,805 Closed
OAC
565
OMERS Administration Corp
Ontario, Canada
– -$4.2M -12,800 Closed
LG
566
Leuthold Group
Minnesota
– -$2.82M -8,586 Closed
AIM
567
Aurora Investment Managers
Florida
– -$2.31M -7,031 Closed
WOSD
568
WFA of San Diego
California
– -$1.71M -6,161 Closed
OSIA
569
O'Shares Investment Advisers
Massachusetts
– -$2.01M -6,118 Closed
Holocene Advisors
570
Holocene Advisors
New York
– -$1.78M -5,427 Closed
IR
571
Invictus RG
Bermuda
– -$623K -1,896 Closed
CCFM
572
Clear Creek Financial Management
Washington
– -$604K -1,839 Closed
FIB
573
First Interstate Bank
Montana
– -$587K -1,787 Closed
JG
574
Jefferies Group
New York
– -$558K -1,700 Closed
MFG
575
Magnus Financial Group
New York
– -$526K -1,600 Closed