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Name Holding Trade Value Shares
Change
Change in
Stake
WOC
301
West Oak Capital
California
$2.75K
PCG
302
Private Capital Group
Connecticut
$2K -$2.15K -101 -48%
CI
303
CX Institutional
Indiana
$2K
EARNEST Partners
304
EARNEST Partners
Georgia
$2K
FHA
305
Flagship Harbor Advisors
Massachusetts
$2K
GCM
306
Gables Capital Management
Florida
$2K
LWCFA
307
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
SFG
308
SevenBridge Financial Group
Pennsylvania
$2K
TIM
309
Tortoise Investment Management
New York
$2K
VCM
310
Versant Capital Management
Arizona
$2K
CFA
311
Carroll Financial Associates
North Carolina
$2K +$21 +1 +0.9%
TFO
312
Tarbox Family Office
California
$2K +$1.75K +82 New
LC
313
Lindbrook Capital
California
$2K +$3.18K +149 New
RIA
314
RPG Investment Advisory
California
$1K -$8.53K -400 -89%
OIA
315
OneDigital Investment Advisors
Kansas
$1K -$213 -10 -18%
AF
316
Advisornet Financial
Minnesota
$1K
AWM
317
Avior Wealth Management
Nebraska
$1K
QI
318
QS Investors
New York
$1K
TCA
319
Tortoise Capital Advisors
Kansas
$1K
OSAM
320
O'Shaughnessy Asset Management
Connecticut
$1K +$512 +24 +77%
CAM
321
Cresset Asset Management
Illinois
$1K +$661 +31 New
CAW
322
Cornerstone Advisors (Washington)
Washington
$1K +$938 +44 New
GWS
323
Glassman Wealth Services
Virginia
$1K +$938 +44 New
BCA
324
Berman Capital Advisors
Georgia
$1K +$1.71K +80 New
Viking Global Investors
325
Viking Global Investors
Connecticut
-$185M -7,186,045 Closed