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Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
576
MassMutual Private Wealth & Trust
Connecticut
$11.2K +$10.8K +210 New
ST
577
SpiderRock Trading
Illinois
$11K – – –
SCG
578
Strategic Capital Group
Washington
$11K – – –
M
579
MOTCO
Texas
$11K +$10.3K +200 New
Carson Wealth (CWM LLC)
580
Carson Wealth (CWM LLC)
Nebraska
$8K +$2.06K +40 +38%
CCS
581
Crosspoint Capital Strategies
California
$8K +$7.74K +150 New
MA
582
MCF Advisors
Kentucky
$8K +$8.57K +166 New
JFGIW
583
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K +$155 +3 +3%
RWM
584
Raffa Wealth Management
District of Columbia
$5.54K +$5.83K +113 New
ARMC
585
American Research & Management Company
Massachusetts
$4K – – –
TFO
586
Tarbox Family Office
California
$4K +$3.66K +71 New
AC
587
Alexandria Capital
Virginia
$3K – – –
FBT
588
Founders Bank & Trust
Michigan
$3K – – –
HCC
589
Hirtle Callaghan & Co
Pennsylvania
$3K – – –
WEC
590
Winslow Evans & Crocker
Massachusetts
$3K +$2.58K +50 New
CAW
591
Cornerstone Advisors (Washington)
Washington
$2K – – –
MFBTD
592
MB Financial Bank - Trust Department
Illinois
$2K +$2.01K +39 New
EWM
593
Elite Wealth Management
Washington
$2K +$2.37K +46 New
Capital Research Global Investors
594
Capital Research Global Investors
California
– -$98M -2,000,000 Closed
LCS
595
Levin Capital Strategies
New York
– -$16.2M -330,000 Closed
PWPCM
596
Perella Weinberg Partners Capital Management
New York
– -$6.62M -135,000 Closed
TCM
597
Tran Capital Management
California
– -$4.9M -99,918 Closed
GA
598
Glenhill Advisors
New York
– -$3.54M -72,228 Closed
GIM
599
Goelzer Investment Management
Indiana
– -$3.21M -65,574 Closed
FPCM
600
Financial Partners Capital Management
New York
– -$2.91M -59,320 Closed