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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
576
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
BL
577
Balentine LLC
Georgia
$3K +$2.74K +260 New
GWM
578
Geneos Wealth Management
Colorado
$2K – – –
SFSIG
579
San Francisco Sentry Investment Group
California
$2K – – –
LWA
580
Lenox Wealth Advisors
New York
$2K +$2.11K +200 New
HT
581
Heritage Trust
Oklahoma
$2K +$2.42K +230 New
WCM
582
Wealthcare Capital Management
Virginia
$2K +$2.42K +230 New
SWA
583
Sutton Wealth Advisors
Florida
$2K – – –
SIM
584
Sentry Investment Management
Wisconsin
$1K -$461K -43,700 -100%
IWM
585
IHT Wealth Management
Illinois
$1K -$7.38K -700 -86%
SPIA
586
Steward Partners Investment Advisory
New York
$1K – – –
TFA
587
Transamerica Financial Advisors
Florida
$1K – – –
GI
588
Gradient Investments
Minnesota
$1K +$633 +60 New
Financial Engines Advisors
589
Financial Engines Advisors
California
$1K +$1.26K +120 New
SC
590
Slow Capital
California
$1K +$1.26K +120 New
AIM
591
Assured Investment Management
New York
– -$20M -1,891,250 Closed
NFA
592
Nationwide Fund Advisors
Ohio
– -$12.4M -1,172,000 Closed
Credit Agricole
593
Credit Agricole
France
– -$11M -1,036,310 Closed
Arrowstreet Capital
594
Arrowstreet Capital
Massachusetts
– -$8.87M -837,000 Closed
Lord, Abbett & Co
595
Lord, Abbett & Co
New Jersey
– -$6.08M -573,730 Closed
1832 Asset Management
596
1832 Asset Management
Ontario, Canada
– -$4.65M -466,020 Closed
HAM
597
Harber Asset Management
North Carolina
– -$3.69M -348,430 Closed
PDN
598
Pensionfund DSM Netherlands
Netherlands
– -$3.18M -300,000 Closed
ACM
599
Alethea Capital Management
Washington
– -$2.84M -267,970 Closed
PP
600
Paloma Partners
Connecticut
– -$2.33M -220,000 Closed