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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
601
Ropes Wealth Advisors
Massachusetts
$5K +$4.78K +51 New
EARNEST Partners
602
EARNEST Partners
Georgia
$5K +$5.25K +56 New
LFA
603
Legacy Financial Advisors
Kentucky
$5K +$5.91K +63 New
WIM
604
Westside Investment Management
California
$4.1K – – –
DAM
605
Delta Asset Management
Tennessee
$4K – – –
FMII
606
Farmers & Merchants Investments Inc
Nebraska
$4K +$469 +5 +14%
PFGIA
607
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$657 +7 +23%
TF
608
Tompkins Financial
New York
$3K -$26.3K -280 -88%
OFS
609
Orrstown Financial Services
Pennsylvania
$3K – – –
QCG
610
Quadrant Capital Group
Ohio
$3K – – –
SIM
611
Sonora Investment Management
Arizona
$2.73K – – –
SWA
612
Sutton Wealth Advisors
Florida
$2K – – –
TWA
613
TCI Wealth Advisors
Arizona
$2K – – –
TFO
614
Tarbox Family Office
California
$2K +$563 +6 +50%
FWM
615
Focused Wealth Management
New York
$1K – – –
GWS
616
Glassman Wealth Services
Virginia
$1K – – –
JWA
617
JFS Wealth Advisors
Pennsylvania
$1K – – –
LWCFA
618
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K – – –
DBT
619
Dubuque Bank & Trust
Iowa
$1K +$1.13K +12 New
LPU
620
Lansdowne Partners (UK)
United Kingdom
– -$158M -1,618,326 Closed
Baird Financial Group
621
Baird Financial Group
Wisconsin
– -$43.7M -447,713 Closed
WCM
622
Wedge Capital Management
North Carolina
– -$31.6M -323,523 Closed
SGAM
623
Smith Group Asset Management
Texas
– -$31.1M -318,760 Closed
NFA
624
Nationwide Fund Advisors
Ohio
– -$23M -235,499 Closed
Assenagon Asset Management
625
Assenagon Asset Management
Luxembourg
– -$11M -112,648 Closed