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Name Holding Trade Value Shares
Change
Change in
Stake
S
501
Sachetta
Massachusetts
$606 -$1.05K -41 -61%
BFS
502
Bare Financial Services
Pennsylvania
$583 +$639 +25 New
DPW
503
DiNuzzo Private Wealth
Pennsylvania
$560 -$281 -11 -31%
CH
504
Cromwell Holdings
Wyoming
$513 +$563 +22 New
GFPC
505
Global Financial Private Client
Florida
$489 +$256 +10 +91%
Bogart Wealth LLC
506
Bogart Wealth LLC
Virginia
$489 +$537 +21 New
HFS
507
Hughes Financial Services
Virginia
$469 +$511 +20 New
TWD
508
True Wealth Design
Ohio
$420 +$460 +18 New
LIM
509
Longfellow Investment Management
Massachusetts
$419 – – –
GP
510
Greenline Partners
New York
$396 +$435 +17 New
SIC
511
SJS Investment Consulting
Ohio
$303 -$639 -25 -66%
BGAI
512
Bruce G. Allen Investments
Colorado
$280 +$128 +5 +71%
WCM
513
WealthTrak Capital Management
Virginia
$233 +$256 +10 New
PWM
514
Parkworth Wealth Management
California
$93 -$51 -2 -33%
HIA
515
HFM Investment Advisors
New Jersey
$70 +$77 +3 New
MCM
516
MV Capital Management
Maryland
$70 +$77 +3 New
PWA
517
Principia Wealth Advisory
Texas
$65 +$77 +3 New
AF
518
Advisornet Financial
Minnesota
$47 +$51 +2 New
Cooke & Bieler
519
Cooke & Bieler
Pennsylvania
– -$108M -3,773,106 Closed
Artisan Partners
520
Artisan Partners
Wisconsin
– -$34.3M -1,194,000 Closed
Reinhart Partners
521
Reinhart Partners
Wisconsin
– -$32.3M -1,124,403 Closed
Schroder Investment Management Group
522
Schroder Investment Management Group
United Kingdom
– -$24M -838,907 Closed
Marshall Wace
523
Marshall Wace
United Kingdom
– -$10.9M -378,272 Closed
Royce & Associates
524
Royce & Associates
New York
– -$10.1M -351,285 Closed
Danica Pension Livsforsikrings
525
Danica Pension Livsforsikrings
– -$8.56M -298,067 Closed