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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
501
Bare Financial Services
Pennsylvania
$583 +$639 +25 New
DPW
502
DiNuzzo Private Wealth
Pennsylvania
$560 -$281 -11 -31%
CH
503
Cromwell Holdings
Wyoming
$513 +$563 +22 New
GFPC
504
Global Financial Private Client
Florida
$489 +$256 +10 +91%
BWL
505
Bogart Wealth LLC
Virginia
$489 +$537 +21 New
HFS
506
Hughes Financial Services
Virginia
$469 +$511 +20 New
TWD
507
True Wealth Design
Ohio
$420 +$460 +18 New
LIM
508
Longfellow Investment Management
Massachusetts
$419
GP
509
Greenline Partners
New York
$396 +$435 +17 New
SIC
510
SJS Investment Consulting
Ohio
$303 -$639 -25 -66%
BGAI
511
Bruce G. Allen Investments
Colorado
$280 +$128 +5 +71%
WCM
512
WealthTrak Capital Management
Virginia
$233 +$256 +10 New
PWM
513
Parkworth Wealth Management
California
$93 -$51 -2 -33%
HIA
514
HFM Investment Advisors
New Jersey
$70 +$77 +3 New
MCM
515
MV Capital Management
Maryland
$70 +$77 +3 New
PWA
516
Principia Wealth Advisory
Texas
$65 +$77 +3 New
AF
517
Advisornet Financial
Minnesota
$47 +$51 +2 New
CB
518
Cooke & Bieler
Pennsylvania
-$108M -3,773,106 Closed
Artisan Partners
519
Artisan Partners
Wisconsin
-$34.3M -1,194,000 Closed
RP
520
Reinhart Partners
Wisconsin
-$32.3M -1,124,403 Closed
Schroder Investment Management Group
521
Schroder Investment Management Group
United Kingdom
-$24M -838,907 Closed
Marshall Wace
522
Marshall Wace
United Kingdom
-$10.9M -378,272 Closed
RA
523
Royce & Associates
New York
-$10.1M -351,285 Closed
DPL
524
Danica Pension Livsforsikrings
-$8.56M -298,067 Closed
Luther King Capital Management (LKCM)
525
Luther King Capital Management (LKCM)
Texas
-$8.18M -284,689 Closed