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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
501
CT Financial Advisors
Pennsylvania
$4.08K
AF
502
Allworth Financial
California
$4K
DBT
503
Dubuque Bank & Trust
Iowa
$4K +$3.25K +132 New
MLIC
504
Mandatum Life Insurance Company
Finland
$4K +$3.69K +150 New
EWM
505
Evercore Wealth Management
New York
$3K
PHK
506
Point72 Hong Kong
Hong Kong
$3K +$2.46K +100 New
GBBWRPM
507
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$3K +$2.9K +118 New
WEC
508
Winslow Evans & Crocker
Massachusetts
$2.91K
WOC
509
West Oak Capital
California
$2.55K
PFBT
510
Parkside Financial Bank & Trust
Missouri
$2K -$12.1K -491 -86%
ST
511
Smithfield Trust
Pennsylvania
$2K -$9.84K -400 -84%
TSU
512
TD Securities (USA)
New York
$2K -$2.9K -118 -61%
TFA
513
Transamerica Financial Advisors
Florida
$2K
UFA
514
US Financial Advisors
Massachusetts
$2K
WIC
515
Woodmont Investment Counsel
Tennessee
$2K
PCP
516
Proficio Capital Partners
Massachusetts
$2K +$1.57K +64 New
WA
517
WFG Advisors
Texas
$1K -$13K -530 -95%
CHC
518
City Holding Co
West Virginia
$1K
CAW
519
Cornerstone Advisors (Washington)
Washington
$1K
EWM
520
Edge Wealth Management
New York
$1K
WRM
521
Westport Resources Management
Connecticut
$1K
FNBT
522
FineMark National Bank & Trust
Florida
$1K +$541 +22 New
SCA
523
Stuart Chaussee & Associates
California
$1K +$812 +33 New
JP
524
Jana Partners
New York
-$196M -9,311,139 Closed
Artisan Partners
525
Artisan Partners
Wisconsin
-$78.6M -3,730,729 Closed