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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
601
Legacy Financial Advisors
Kentucky
$5K +$5.91K +63 New
WIM
602
Westside Investment Management
California
$4.1K
DAM
603
Delta Asset Management
Tennessee
$4K
FMII
604
Farmers & Merchants Investments Inc
Nebraska
$4K +$469 +5 +14%
PFGIA
605
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$657 +7 +23%
TF
606
Tompkins Financial
New York
$3K -$26.3K -280 -88%
OFS
607
Orrstown Financial Services
Pennsylvania
$3K
QCG
608
Quadrant Capital Group
Ohio
$3K
SIM
609
Sonora Investment Management
Arizona
$2.73K
SWA
610
Sutton Wealth Advisors
Florida
$2K
TWA
611
TCI Wealth Advisors
Arizona
$2K
TFO
612
Tarbox Family Office
California
$2K +$563 +6 +50%
FWM
613
Focused Wealth Management
New York
$1K
GWS
614
Glassman Wealth Services
Virginia
$1K
JWA
615
JFS Wealth Advisors
Pennsylvania
$1K
LWCFA
616
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K
DBT
617
Dubuque Bank & Trust
Iowa
$1K +$1.13K +12 New
PCG
618
Private Capital Group
Connecticut
$33 +$33.7K +359 New
LPU
619
Lansdowne Partners (UK)
United Kingdom
-$158M -1,618,326 Closed
Baird Financial Group
620
Baird Financial Group
Wisconsin
-$43.7M -447,713 Closed
WCM
621
Wedge Capital Management
North Carolina
-$31.6M -323,523 Closed
SGAM
622
Smith Group Asset Management
Texas
-$31.1M -318,760 Closed
NFA
623
Nationwide Fund Advisors
Ohio
-$23M -235,499 Closed
Assenagon Asset Management
624
Assenagon Asset Management
Luxembourg
-$11M -112,648 Closed
JIM
625
Jupiter Investment Management
United Kingdom
-$8.77M -89,808 Closed