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Newmark Group

Name Holding Trade Value Shares
Change
Change in
Stake
SC
201
Stephens Consulting
Michigan
$4.57K – – –
Robeco Institutional Asset Management
202
Robeco Institutional Asset Management
Netherlands
$4.56K +$3.14K +416 New
W
203
WealthCollab
Washington
$4.55K +$3.13K +415 New
CAM
204
ClariVest Asset Management
California
$3.92K – – –
HI
205
Harbour Investments
Wisconsin
$3.76K +$2.59K +343 New
FCAS
206
First Command Advisory Services
Texas
$3.55K – – –
PA
207
Parallel Advisors
California
$3.15K -$8.44K -1,118 -80%
TIM
208
Tortoise Investment Management
New York
$2.53K – – –
CPG
209
Cornerstone Planning Group
New Jersey
$2.52K +$8 +1 +0.4%
EWA
210
EverSource Wealth Advisors
Alabama
$2.36K +$1.59K +210 +4,200%
HCP
211
Hexagon Capital Partners
Arkansas
$2.27K +$1.56K +207 New
BL
212
BFSG LLC
California
$2.01K +$1.38K +183 New
BIA
213
Bell Investment Advisors
California
$987 – – –
AF
214
Allworth Financial
California
$932 -$257 -34 -29%
JWA
215
JFS Wealth Advisors
Pennsylvania
$702 -$385 -51 -44%
HCM
216
Hollencrest Capital Management
California
$669 – – –
AF
217
Advisornet Financial
Minnesota
$471 +$23 +3 +8%
PTC
218
Private Trust Company
Ohio
$362 – – –
SIC
219
SJS Investment Consulting
Ohio
$285 -$83 -11 -30%
GWMIA
220
Global Wealth Management Investment Advisory
Florida
$252 – – –
DPW
221
DiNuzzo Private Wealth
Pennsylvania
$220 +$151 +20 New
Fuller & Thaler Asset Management
222
Fuller & Thaler Asset Management
California
– -$15.2M -2,361,087 Closed
PCM
223
Portolan Capital Management
Massachusetts
– -$6.25M -972,284 Closed
First Trust Advisors
224
First Trust Advisors
Illinois
– -$3.92M -609,072 Closed
FCM
225
FJ Capital Management
Virginia
– -$1.79M -278,783 Closed