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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
601
Transamerica Financial Advisors
Florida
$1K – – –
FWM
602
FSA Wealth Management
Massachusetts
$1K +$992 +13 New
AWM
603
Abound Wealth Management
Tennessee
$996 +$839 +11 New
DPW
604
DiNuzzo Private Wealth
Pennsylvania
$906 +$763 +10 New
GEA
605
Glen Eagle Advisors
New Jersey
$905 -$2.29K -30 -75%
BCH
606
Berkshire Capital Holdings
California
$905 – – –
ME
607
McIlrath & Eck
Washington
$905 +$763 +10 New
CAM
608
ClariVest Asset Management
California
$815 -$2.37K -31 -78%
FWM
609
Focused Wealth Management
New York
$815 – – –
LF
610
Lee Financial
Texas
$725 -$1.22K -16 -67%
AAP
611
Arax Advisory Partners
Colorado
$363 +$305 +4 New
JFGIW
612
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$363 +$305 +4 New
BWM
613
Baystate Wealth Management
Massachusetts
$317 +$153 +2 +200%
CPG
614
Cornerstone Planning Group
New Jersey
$272 – – –
IFAM
615
Institutional & Family Asset Management
Colorado
$272 – – –
MA
616
Montag & Associates
Georgia
$272 – – –
VL
617
Vima LLC
Michigan
$271 +$229 +3 New
TIM
618
Tortoise Investment Management
New York
$181 – – –
TWD
619
True Wealth Design
Ohio
$91 – – –
LFG
620
Larson Financial Group
Missouri
$91 +$76 +1 New
MCM
621
MV Capital Management
Maryland
$91 +$76 +1 New
DWM
622
Dogwood Wealth Management
Kansas
$2 – – –
SCA
623
Southpoint Capital Advisors
New York
– -$68.5M -840,558 Closed
Jacobs Levy Equity Management
624
Jacobs Levy Equity Management
New Jersey
– -$57.8M -709,627 Closed
Voloridge Investment Management
625
Voloridge Investment Management
Florida
– -$26.5M -325,175 Closed