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Name Holding Trade Value Shares
Change
Change in
Stake
VRM
226
Vectors Research Management
New York
$7K – – –
HIM
227
Hillsdale Investment Management
Ontario, Canada
$6K -$6.73M -229,900 -100%
AssetMark Inc
228
AssetMark Inc
California
$6K +$527 +18 +9%
BCA
229
Berman Capital Advisors
Georgia
$5K -$820 -28 -13%
VFA
230
Valeo Financial Advisors
Indiana
$5K +$5.01K +171 New
ASN
231
Advisory Services Network
Georgia
$4K -$2.11K -72 -32%
GWM
232
Geneos Wealth Management
Colorado
$4K – – –
SIAS
233
Shine Investment Advisory Services
Colorado
$3K – – –
BWM
234
Baystate Wealth Management
Massachusetts
$3K +$3.31K +113 New
FCA
235
FinTrust Capital Advisors
South Carolina
$2K -$2.78K -95 -56%
KPW
236
Kore Private Wealth
New York
$2K +$1.99K +68 New
WCM
237
Wealthcare Capital Management
Virginia
$2K +$2.02K +69 New
BWM
238
BerganKDV Wealth Management
Minnesota
$2K +$2.19K +75 New
SFS
239
Sowell Financial Services
Arkansas
$1K -$1.61K -55 -76%
PFGIA
240
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$878 -30 -43%
EARNEST Partners
241
EARNEST Partners
Georgia
$1K – – –
SCA
242
Stonebridge Capital Advisors
Minnesota
$1K +$673 +23 New
LAS
243
Lloyd Advisory Services
Georgia
$1K +$1.46K +50 New
SCA
244
Southpoint Capital Advisors
New York
– -$33.8M -952,420 Closed
American Century Companies
245
American Century Companies
Missouri
– -$27.2M -765,452 Closed
ACH
246
ArrowMark Colorado Holdings
Colorado
– -$16.4M -463,000 Closed
VNIM
247
Vaughan Nelson Investment Management
Texas
– -$16.2M -456,600 Closed
PM
248
Pembroke Management
Quebec, Canada
– -$21.4M -455,777 Closed
CG
249
Colony Group
Massachusetts
– -$15.4M -433,877 Closed
MPEM
250
Marathon Partners Equity Management
New York
– -$14.8M -417,500 Closed