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Matsons

Name Holding Trade Value Shares
Change
Change in
Stake
EIM
251
Essex Investment Management
Massachusetts
$5.41K – – –
MPWT
252
MassMutual Private Wealth & Trust
Connecticut
$5.05K +$69 +1 +2%
IA
253
IFP Advisors
Florida
$4.84K – – –
AFG
254
Albion Financial Group
Utah
$4.28K – – –
MFT
255
Moisand Fitzgerald Tamayo
Florida
$3.27K – – –
FMII
256
Farmers & Merchants Investments Inc
Nebraska
$2.33K – – –
JWA
257
JFS Wealth Advisors
Pennsylvania
$2.1K +$617 +9 +50%
Bessemer Group
258
Bessemer Group
New Jersey
$2K +$2.19K +32 New
VCM
259
Versant Capital Management
Arizona
$1.48K +$1.3K +19 New
LC
260
Lindbrook Capital
California
$1.4K +$960 +14 +350%
LOIP
261
Live Oak Investment Partners
Texas
$1.24K – – –
GRP
262
Global Retirement Partners
California
$1.17K – – –
AF
263
Advisornet Financial
Minnesota
$1.09K – – –
GWS
264
Glassman Wealth Services
Virginia
$1.09K +$343 +5 +56%
CAL
265
Capital Advisors Ltd
Ohio
$1K +$617 +9 New
SIC
266
SJS Investment Consulting
Ohio
$933 +$137 +2 +20%
AF
267
Allworth Financial
California
$856 -$361K -5,269 -100%
SIS
268
Sound Income Strategies
Florida
$777 – – –
DI
269
Disciplined Investments
Oklahoma
$700 -$137 -2 -18%
2L
270
25 LLC
Missouri
$634 – – –
MCM
271
Manchester Capital Management
Vermont
$389 – – –
AWM
272
Abound Wealth Management
Tennessee
$311 +$274 +4 New
CA
273
Crewe Advisors
Utah
$156 +$137 +2 New
HNB
274
Huntington National Bank
Ohio
$52 – – –
Renaissance Technologies
275
Renaissance Technologies
New York
– -$11.8M -198,600 Closed