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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
601
Raffa Wealth Management
District of Columbia
$2.26K – – –
BL
602
Balentine LLC
Georgia
$2K -$520 -12 -26%
BFC
603
Bedel Financial Consulting
Indiana
$2K – – –
Kayne Anderson Rudnick Investment Management
604
Kayne Anderson Rudnick Investment Management
California
$2K – – –
M
605
MOTCO
Texas
$2K – – –
HR
606
Howe & Rusling
New York
$2K +$130 +3 +8%
NIM
607
NuWave Investment Management
New Jersey
$2K +$1.86K +43 New
PWMG
608
Prestige Wealth Management Group
New Jersey
$1K -$694 -16 -41%
LFG
609
Larson Financial Group
Missouri
$1K – – –
PA
610
Procyon Advisors
Connecticut
$1K – – –
SIS
611
Sound Income Strategies
Florida
$1K – – –
VNA
612
Valley National Advisers
Pennsylvania
$1K – – –
TFA
613
Transamerica Financial Advisors
Florida
$1K +$43 +1 New
CWC
614
Carolinas Wealth Consulting
North Carolina
$1K +$737 +17 New
ST
615
Sageworth Trust
Pennsylvania
$1K +$910 +21 New
SIC
616
Salem Investment Counselors
North Carolina
$1K +$997 +23 New
Artisan Partners
617
Artisan Partners
Wisconsin
– -$80.2M -2,319,144 Closed
Capital International Investors
618
Capital International Investors
California
– -$59M -1,705,738 Closed
WCMNY
619
Westchester Capital Management (New York)
New York
– -$49.9M -1,442,800 Closed
Adage Capital Partners
620
Adage Capital Partners
Massachusetts
– -$41.1M -1,189,300 Closed
JCM
621
Junto Capital Management
New York
– -$23.4M -676,955 Closed
RP
622
Reinhart Partners
Wisconsin
– -$10.3M -299,393 Closed
PI
623
Putnam Investments
Massachusetts
– -$9.37M -271,014 Closed
1832 Asset Management
624
1832 Asset Management
Ontario, Canada
– -$7.99M -225,000 Closed
NGM
625
North Growth Management
British Columbia, Canada
– -$4.94M -143,000 Closed