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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
376
Absolute Capital Management
Pennsylvania
$5.8K +$5.38K +90 New
MP
377
McDonald Partners
Ohio
$5.8K +$5.38K +90 New
Bessemer Group
378
Bessemer Group
New Jersey
$5K +$4.84K +81 New
BCM
379
Blume Capital Management
California
$4K – – –
EARNEST Partners
380
EARNEST Partners
Georgia
$4K – – –
GWS
381
Glassman Wealth Services
Virginia
$4K – – –
RIM
382
Rockbridge Investment Management
New York
$4K – – –
WAS
383
Winch Advisory Services
Wisconsin
$4K – – –
BIA
384
Bell Investment Advisors
California
$4K +$538 +9 +15%
CWP
385
Concord Wealth Partners
Virginia
$4K +$3.76K +63 New
CFB
386
Cullen/Frost Bankers
Texas
$3K – – –
LWANC
387
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
TH
388
TCTC Holdings
Texas
$3K – – –
LWA
389
Lenox Wealth Advisors
New York
$3K +$2.93K +49 New
PCG
390
Private Capital Group
Connecticut
$2K -$179 -3 -12%
JWM
391
Janiczek Wealth Management
Colorado
$2K – – –
NFSG
392
Newbridge Financial Services Group
Florida
$2K +$1.67K +28 New
MPWT
393
MassMutual Private Wealth & Trust
Connecticut
$1K -$7.23K -121 -86%
EBA
394
Eagle Bay Advisors
New York
$1K -$60 -1 -50%
KFI
395
Key Financial Inc
Pennsylvania
$1K – – –
TFO
396
Tarbox Family Office
California
$1K – – –
SC
397
Schubert & Co
Texas
$1K +$717 +12 New
SWA
398
Sutton Wealth Advisors
Florida
$639 +$597 +10 New
Balyasny Asset Management
399
Balyasny Asset Management
Illinois
– -$11M -209,559 Closed
HA
400
Heartland Advisors
Wisconsin
– -$6.62M -126,100 Closed