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Name Holding Trade Value Shares
Change
Change in
Stake
FC
626
Ferris Capital
Massachusetts
$4K
PCP
627
Proficio Capital Partners
Massachusetts
$4K +$378 +5 +9%
OC
628
Oakworth Capital
Alabama
$3K
SIM
629
Sonora Investment Management
Arizona
$3K
LNB
630
Ledyard National Bank
$3K +$3.4K +45 New
GEA
631
Glen Eagle Advisors
New Jersey
$2.24K +$2.27K +30 New
SIS
632
Sound Income Strategies
Florida
$2K -$76 -1 -4%
NR
633
Newfound Research
Massachusetts
$2K
TC
634
Truvestments Capital
Florida
$2K +$2.19K +29 New
RWM
635
Raffa Wealth Management
District of Columbia
$1.42K
RE
636
RBC Europe
United Kingdom
$1.19K +$1.21K +16 New
CFA
637
Carroll Financial Associates
North Carolina
$1K
LFA
638
Legacy Financial Advisors
Kentucky
$1K
LWA
639
Lowe Wealth Advisors
Maryland
$1K
TCM
640
Tradewinds Capital Management
Washington
$1K
PFGIA
641
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$76 +1 New
NFG
642
Next Financial Group
Texas
$1K +$1.06K +14 New
CIR
643
Clear Investment Research
Georgia
$1K +$1.21K +16 New
Fidelity International
644
Fidelity International
Bermuda
$1K +$1.29K +17 New
BWM
645
Baystate Wealth Management
Massachusetts
$1K +$1.36K +18 New
SFSIG
646
San Francisco Sentry Investment Group
California
$1K +$1.44K +19 New
FRA
647
Front Row Advisors
California
$1K +$1.51K +20 New
Voloridge Investment Management
648
Voloridge Investment Management
Florida
-$38.1M -522,669 Closed
Pzena Investment Management
649
Pzena Investment Management
New York
-$25.2M -346,078 Closed
Hotchkis & Wiley Capital Management
650
Hotchkis & Wiley Capital Management
California
-$15.1M -207,222 Closed