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Name Holding Trade Value Shares
Change
Change in
Stake
HR
551
Howe & Rusling
New York
$1K -$472 -7 -33%
PFGIA
552
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$270 -4 -16%
VNA
553
Valley National Advisers
Pennsylvania
$1K
TFA
554
Transamerica Financial Advisors
Florida
$1K +$270 +4 New
BC
555
Bartlett & Co
Ohio
$1K +$472 +7 +117%
BL
556
Balentine LLC
Georgia
$1K +$607 +9 New
LWM
557
Liberty Wealth Management
California
$1K +$675 +10 New
FPFS
558
First Personal Financial Services
North Carolina
$1K +$945 +14 New
GFPC
559
Global Financial Private Capital
Florida
$1K +$1.01K +15 New
TF
560
TimeScale Financial
Massachusetts
$1K +$1.22K +18 New
W
561
WealthStone
Ohio
$863 +$945 +14 New
BCWM
562
Bartlett & Co Wealth Management
Ohio
$802 +$472 +7 +117%
ED
563
Exane Derivatives
France
$678
American Century Companies
564
American Century Companies
Missouri
-$120M -1,730,969 Closed
Westfield Capital Management
565
Westfield Capital Management
Massachusetts
-$38.4M -553,259 Closed
CCMG
566
Clark Capital Management Group
Pennsylvania
-$17.3M -249,455 Closed
SC
567
Shellback Capital
Massachusetts
-$13.9M -200,325 Closed
IP
568
Interval Partners
New York
-$6.93M -100,000 Closed
CTA
569
Carillon Tower Advisers
Florida
-$6.75M -97,400 Closed
DCM
570
Decatur Capital Management
Georgia
-$4.92M -70,877 Closed
SCM
571
Sterling Capital Management
North Carolina
-$4M -57,680 Closed
BPM
572
Bowling Portfolio Management
Ohio
-$3.29M -47,470 Closed
NONA
573
Ninety One North America
New York
-$3.03M -43,688 Closed
PG
574
Pendal Group
Australia
-$2.41M -34,736 Closed
PP
575
Pegasus Partners
Wisconsin
-$2.18M -31,471 Closed