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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
351
Janiczek Wealth Management
Colorado
$4K – – –
MUFG Americas
352
MUFG Americas
New York
$4K – – –
QC
353
Quent Capital
New York
$3K +$3.4K +60 New
GAM
354
Gemmer Asset Management
California
$3K +$3.57K +63 New
SC
355
Stephens Consulting
Michigan
$2.69K +$2.94K +52 New
TCI Wealth Advisors
356
TCI Wealth Advisors
Arizona
$2K – – –
TCWM
357
Total Clarity Wealth Management
Illinois
$2K – – –
GWS
358
Glassman Wealth Services
Virginia
$2K +$2.21K +39 +650%
NFSG
359
Newbridge Financial Services Group
Florida
$2K +$2.21K +39 New
RWM
360
Raffa Wealth Management
District of Columbia
$1.81K – – –
KFS
361
Kelly Financial Services
Massachusetts
$1.06K – – –
BWM
362
BerganKDV Wealth Management
Minnesota
$1K – – –
PWMG
363
Prestige Wealth Management Group
New Jersey
$1K – – –
TCWA
364
Ten Capital Wealth Advisors
Washington
$1K – – –
MassMutual Private Wealth & Trust
365
MassMutual Private Wealth & Trust
Connecticut
$1K +$736 +13 New
JWA
366
JFS Wealth Advisors
Pennsylvania
$1K +$849 +15 New
AIP
367
Ahrens Investment Partners
Louisiana
$1K +$906 +16 New
LWA
368
Lenox Wealth Advisors
New York
$1K +$906 +16 New
AIC
369
Archer Investment Corporation
Indiana
$777 +$849 +15 New
SWA
370
Sutton Wealth Advisors
Florida
$570 +$623 +11 New
TAM
371
Timucuan Asset Management
Florida
– -$87.7M -1,476,987 Closed
BRIM
372
Broad Run Investment Management
Virginia
– -$33.7M -568,087 Closed
Cooke & Bieler
373
Cooke & Bieler
Pennsylvania
– -$28.1M -473,817 Closed
SAM
374
Sandbar Asset Management
United Kingdom
– -$16.7M -280,437 Closed
Robeco Schweiz
375
Robeco Schweiz
Switzerland
– -$11.3M -190,000 Closed