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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
501
Center for Financial Planning
Michigan
$3K
HR
502
Howe & Rusling
New York
$3K
PWMG
503
Prestige Wealth Management Group
New Jersey
$3K
SFSIG
504
San Francisco Sentry Investment Group
California
$3K
Jones Financial Companies
505
Jones Financial Companies
Missouri
$3K +$2.63K +26 New
JFGIW
506
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K +$3.03K +30 New
CWP
507
Concord Wealth Partners
Virginia
$3K +$3.44K +34 New
BCWM
508
Bartlett & Co Wealth Management
Ohio
$2.12K
BC
509
Bartlett & Co
Ohio
$2K
SCA
510
Stuart Chaussee & Associates
California
$2K +$1.82K +18 New
ACM
511
Allred Capital Management
Texas
$1.93K +$2.02K +20 New
CWC
512
Carolinas Wealth Consulting
North Carolina
$1K -$10.2K -101 -89%
CAM
513
ClariVest Asset Management
California
$1K
JFA
514
JNBA Financial Advisors
Minnesota
$1K
MPWT
515
MassMutual Private Wealth & Trust
Connecticut
$1K +$1.31K +13 New
NFG
516
Next Financial Group
Texas
$1K +$1.52K +15 New
AIC
517
Ameritas Investment Company
Nebraska
$388 +$404 +4 New
KA
518
Kerrisdale Advisers
Florida
-$20.1M -191,118 Closed
SFM
519
Stack Financial Management
Montana
-$19.4M -184,187 Closed
MSE
520
MUFG Securities EMEA
United Kingdom
-$14.9M -142,000 Closed
DIA
521
Dana Investment Advisors
Wisconsin
-$14.4M -137,423 Closed
SFI
522
Susquehanna Fundamental Investments
Pennsylvania
-$13.9M -132,166 Closed
BGIM
523
Brandywine Global Investment Management
Pennsylvania
-$8.44M -80,324 Closed
MAM
524
Martingale Asset Management
Massachusetts
-$6.25M -59,445 Closed
Jennison Associates
525
Jennison Associates
New York
-$4.66M -44,307 Closed