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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
401
Bellevue Asset Management
Washington
$4K
TFM
402
TFC Financial Management
Massachusetts
$4K
AF
403
Allworth Financial
California
$4K +$196 +1 +5%
LWM
404
Liberty Wealth Management
California
$4K +$782 +4 +25%
KFI
405
Key Financial Inc
Pennsylvania
$4K +$3.71K +19 New
RIM
406
Ranger Investment Management
Texas
$3K -$1.37K -7 -29%
TFGT
407
TS Financial Group (TSFG)
Illinois
$3K -$587 -3 -17%
CFFP
408
Center for Financial Planning
Michigan
$3K
AWM
409
Accel Wealth Management
Iowa
$3K +$2.93K +15 New
ONST
410
Old North State Trust
North Carolina
$3K +$2.93K +15 New
GEA
411
Glen Eagle Advisors
New Jersey
$2.15K +$2.15K +11 New
AWA
412
Arkadios Wealth Advisors
Georgia
$2K -$1.37K -7 -33%
IFAM
413
Institutional & Family Asset Management
Colorado
$2K
JCM
414
Jacobi Capital Management
Pennsylvania
$2K
PWMG
415
Prestige Wealth Management Group
New Jersey
$2K
HCP
416
Hexagon Capital Partners
Arkansas
$1K
PMFA
417
Plante Moran Financial Advisors
Michigan
$1K +$782 +4 New
Kayne Anderson Rudnick Investment Management
418
Kayne Anderson Rudnick Investment Management
California
$1K +$978 +5 New
SIA
419
SkyView Investment Advisors
New Jersey
$1K +$978 +5 New
DAC
420
Dividend Assets Capital
South Carolina
$1K +$1.17K +6 New
SSWG
421
Seven Springs Wealth Group
Tennessee
$1K +$1.17K +6 New
BSSFA
422
Baron Silver Stevens Financial Advisors
Florida
$1K +$1.56K +8 New
LCM
423
Legato Capital Management
California
-$7.9M -41,323 Closed
WP
424
Woodline Partners
California
-$4.51M -23,580 Closed
Two Sigma Advisers
425
Two Sigma Advisers
New York
-$4.13M -21,630 Closed