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Name Holding Trade Value Shares
Change
Change in
Stake
VNA
1401
Valley National Advisers
Pennsylvania
$4K – – –
TWP
1402
TFO Wealth Partners
Ohio
$4K +$4.37K +14 New
CB
1403
CNB Bank
Pennsylvania
$3K – – –
FCT
1404
First Community Trust
Iowa
$3K – – –
IRC
1405
Investors Research Corp
Georgia
$3K – – –
STCOSD
1406
Sageworth Trust Company of South Dakota
South Dakota
$3K – – –
SSB
1407
Sandy Spring Bank
Maryland
$3K – – –
TFM
1408
TFC Financial Management
Massachusetts
$3K – – –
WPWM
1409
Western Pacific Wealth Management
Illinois
$3K +$312 +1 +10%
GWMIA
1410
Global Wealth Management Investment Advisory
Florida
$3K +$3.75K +12 New
CAC
1411
Core Alternative Capital
Georgia
$2K – – –
CWM
1412
Castle Wealth Management
Florida
$2K +$1.87K +6 New
HS
1413
Horan Securities
United States
$2K +$2.19K +7 New
TAM
1414
Tucker Asset Management
Colorado
$1.16K – – –
MFT
1415
Moisand Fitzgerald Tamayo
Florida
$1K -$625 -2 -50%
CCM
1416
Cribstone Capital Management
Maine
$1K – – –
SWM
1417
Selective Wealth Management
Virginia
$1K – – –
TWA
1418
TCI Wealth Advisors
Arizona
$1K – – –
TFA
1419
Transamerica Financial Advisors
Florida
$1K +$312 +1 New
OLVIG
1420
Oliver Lagore Vanvalin Investment Group
Michigan
$1K +$937 +3 New
WOSD
1421
WFA of San Diego
California
$1K +$1.56K +5 New
HFS
1422
Heritage Financial Services
Massachusetts
$1K +$1.87K +6 New
Marshall Wace
1423
Marshall Wace
United Kingdom
– -$129M -403,186 Closed
ECM
1424
ExodusPoint Capital Management
New York
– -$49.9M -156,289 Closed
MNG
1425
Manning & Napier Group
New York
– -$46.4M -145,287 Closed