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Name Holding Trade Value Shares
Change
Change in
Stake
WOC
526
West Oak Capital
California
$2.41K
AIM
527
Advantage Investment Management
Iowa
$2K -$26.5K -988 -94%
Carson Wealth (CWM LLC)
528
Carson Wealth (CWM LLC)
Nebraska
$2K
TWA
529
TCI Wealth Advisors
Arizona
$2K +$1.61K +60 New
HFM
530
Hartford Financial Management
Connecticut
$2K +$3.11K +116 New
AIM
531
Anchor Investment Management
South Carolina
$1.41K
ZB
532
Zions Bancorporation
Utah
$1K -$3.24K -121 -73%
CHC
533
City Holding Co
West Virginia
$1K
CCM
534
Cribstone Capital Management
Maine
$1K
FWM
535
Focused Wealth Management
New York
$1K
IWM
536
IHT Wealth Management
Illinois
$1K
SHJ
537
Sharkey, Howes & Javer
Colorado
$1K
WA
538
WFG Advisors
Texas
$1K
FCB
539
First Command Bank
Texas
$1K +$1.34K +50 New
FCFS
540
First Command Financial Services
Texas
$1K +$1.34K +50 New
AssetMark Inc
541
AssetMark Inc
California
$1K +$1.39K +52 New
AIM
542
Assured Investment Management
New York
-$69.2M -2,510,285 Closed
HCM
543
Hamlin Capital Management
New York
-$55.1M -2,000,094 Closed
Lord, Abbett & Co
544
Lord, Abbett & Co
New Jersey
-$51.8M -1,879,900 Closed
CIM
545
Confluence Investment Management
Missouri
-$45.6M -1,656,417 Closed
TAM
546
Todd Asset Management
Kentucky
-$12.5M -455,351 Closed
CCI
547
Columbus Circle Investors
-$10.8M -393,289 Closed
JG
548
Jefferies Group
New York
-$7.78M -282,299 Closed
WG
549
Winton Group
United Kingdom
-$7.61M -276,096 Closed
Capstone Investment Advisors
550
Capstone Investment Advisors
New York
-$6.38M -231,612 Closed