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Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
626
TRUE Private Wealth Advisors
Oregon
$11K +$11.3K +65 New
BCA
627
Berman Capital Advisors
Georgia
$10K
Acadian Asset Management
628
Acadian Asset Management
Massachusetts
$9K -$4.52K -26 -34%
SSB
629
Sandy Spring Bank
Maryland
$9K
CWA
630
Clarus Wealth Advisors
Arizona
$9K +$8.68K +50 New
EARNEST Partners
631
EARNEST Partners
Georgia
$7K
EWM
632
Elmwood Wealth Management
California
$7K
QAM
633
QCI Asset Management
New York
$7K
WIM
634
Westside Investment Management
California
$7K +$6.95K +40 New
BEI
635
Benjamin Edwards Inc
Missouri
$6K
CJA
636
C-J Advisory
California
$6K
SWP
637
Strategic Wealth Partners
Ohio
$6K +$3.3K +19 +100%
TC
638
Truvestments Capital
Florida
$6K +$5.56K +32 New
EIP
639
Ellis Investment Partners
Pennsylvania
$6K +$6.43K +37 New
KFS
640
Kelly Financial Services
Massachusetts
$5.41K
First Manhattan
641
First Manhattan
New York
$5K
IAS
642
IMA Advisory Services
Colorado
$5K +$4.34K +25 New
CAL
643
Capital Analysts LLC
Pennsylvania
$5K +$5.21K +30 New
MCM
644
Manchester Capital Management
Vermont
$4K
SIS
645
Sound Income Strategies
Florida
$4K
TIM
646
Tortoise Investment Management
New York
$4K
ZB
647
Zions Bancorporation
Utah
$4K
SFA
648
Semmax Financial Advisors
North Carolina
$3K -$17.5K -101 -86%
VFA
649
Valeo Financial Advisors
Indiana
$3K -$1.74K -10 -36%
MIM
650
Macroview Investment Management
Maryland
$3K -$695 -4 -18%