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Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
526
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K -$30K -1,284 -80%
S
527
SignatureFD
Georgia
$6K -$3.16K -135 -35%
JFGIW
528
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K – – –
TDC
529
Thompson Davis & Co
Virginia
$6K +$5.84K +250 New
OC
530
Oakworth Capital
Alabama
$6K +$6.43K +275 New
OIA
531
Optimum Investment Advisors
Illinois
$5K – – –
JFA
532
JNBA Financial Advisors
Minnesota
$5K +$4.68K +200 New
VIA
533
Vantage Investment Advisors
Pennsylvania
$5K +$5.24K +224 New
RFS
534
Rockefeller Financial Services
New York
$4K – – –
HCM
535
Highlander Capital Management
New Jersey
$3.54K +$3.51K +150 New
HR
536
Howe & Rusling
New York
$3K -$1.57K -67 -37%
WA
537
WFG Advisors
Texas
$2K -$3.04K -130 -63%
CAM
538
ClariVest Asset Management
California
$2K – – –
CAW
539
Cornerstone Advisors (Washington)
Washington
$2K – – –
HFM
540
Hartford Financial Management
Connecticut
$2K – – –
SSG
541
Summit Securities Group
New York
$2K – – –
KCPG
542
Kavar Capital Partners Group
Kansas
$2K +$2.03K +87 New
FMII
543
Farmers & Merchants Investments Inc
Nebraska
$1K – – –
FHA
544
First Horizon Advisors
Tennessee
$1K – – –
RWM
545
Raffa Wealth Management
District of Columbia
$513 +$468 +20 New
AL
546
AJO LP
Pennsylvania
– -$110M -4,445,700 Closed
BC
547
Brahman Capital
New York
– -$84.8M -3,428,266 Closed
CRM
548
Cramer Rosenthal McGlynn
Connecticut
– -$72M -2,909,791 Closed
WI
549
WBI Investments
New Jersey
– -$53.7M -2,168,406 Closed
Cohen & Steers
550
Cohen & Steers
New York
– -$43M -1,737,600 Closed