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Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
551
American Century Companies
Missouri
-$221K -5,229 Closed
William Blair & Company
552
William Blair & Company
Illinois
-$221K -5,226 Closed
AB
553
Amalgamated Bank
New York
-$215K -5,088 Closed
1SB
554
1ST Source Bank
Indiana
-$208K -4,925 Closed
PG
555
PEAK6 Group
Illinois
-$137K -2,905 Closed
W
556
Wealthfront
California
-$57K -1,352 Closed
RFA
557
Reilly Financial Advisors
California
-$41K -960 Closed
BCA
558
Bray Capital Advisors
Florida
-$34K -800 Closed
SSB
559
Sandy Spring Bank
Maryland
-$19K -447 Closed
BCMIO
560
Beacon Capital Management Inc (Ohio)
Ohio
-$20K -425 -100%
CK
561
Carnick & Kubik
Colorado
-$16.9K -400 Closed
MPWT
562
MassMutual Private Wealth & Trust
Connecticut
-$20K -300 Closed
MA
563
MUFG Americas
New York
-$13K -300 Closed
NSIM
564
North Star Investment Management
Illinois
-$9K -203 Closed
SFWA
565
Summit Financial Wealth Advisors
Louisiana
-$7K -170 Closed
WTB
566
Washington Trust Bank
Washington
-$5K -125 Closed
BC
567
Bartlett & Co
Ohio
-$4K -100 Closed
TFA
568
Transamerica Financial Advisors
Florida
-$4K -78 Closed
CG
569
Colony Group
Massachusetts
-$2K -53 Closed
BWFA
570
Baltimore-Washington Financial Advisors
Maryland
-$1K -35 Closed
BCM
571
Brookstone Capital Management
Illinois
-$1K -21 Closed
BCI
572
Brinker Capital Investments
Pennsylvania
+$235 +5 New
ADL
573
Asset Dedication LLC
California
+$329 +7 New
MFT
574
Moisand Fitzgerald Tamayo
Florida
+$471 +10 New
TFO
575
Tarbox Family Office
California
+$471 +10 New