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Name Holding Trade Value Shares
Change
Change in
Stake
HR
401
Howe & Rusling
New York
$1K -$264 -2 -18%
APC
402
Aspire Private Capital
North Carolina
$1K – – –
BWM
403
Baystate Wealth Management
Massachusetts
$1K – – –
IRC
404
Investors Research Corp
Georgia
$1K – – –
Kayne Anderson Rudnick Investment Management
405
Kayne Anderson Rudnick Investment Management
California
$1K – – –
KFI
406
Key Financial Inc
Pennsylvania
$1K – – –
NFSG
407
Newbridge Financial Services Group
Florida
$1K – – –
PFPT
408
Pinnacle Financial Partners (Tennessee)
Tennessee
$1K – – –
ZB
409
Zions Bancorporation
Utah
$1K – – –
AA
410
Addison Advisors
Vermont
$1K +$264 +2 +100%
WT
411
Whittier Trust
California
$1K +$396 +3 +50%
CAL
412
Capital Advisors Ltd
Ohio
$1K +$1.05K +8 New
PFS
413
Prospera Financial Services
Texas
$1K +$1.05K +8 New
CCM
414
Chilton Capital Management
Texas
$1K +$1.32K +10 New
VVP
415
Venture Visionary Partners
Ohio
$881 +$923 +7 New
RWM
416
Raffa Wealth Management
District of Columbia
$629 – – –
SWA
417
Sutton Wealth Advisors
Florida
$504 +$264 +2 +100%
SI
418
Scout Investments
Missouri
– -$7.46M -52,345 Closed
CIS
419
Capital International Sarl
California
– -$5.58M -39,113 Closed
SBH
420
Segall Bryant & Hamill
Illinois
– -$3.42M -23,973 Closed
NONA
421
Ninety One North America
New York
– -$2.14M -14,998 Closed
Wellington Management Group
422
Wellington Management Group
Massachusetts
– -$2.08M -14,608 Closed
RS
423
Robeco Schweiz
Switzerland
– -$2.01M -14,117 Closed
APF
424
Alaska Permanent Fund
Alaska
– -$1.78M -12,500 Closed
CM
425
Caption Management
Oklahoma
– -$1.76M -12,368 Closed