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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Atticus Wealth Management
Florida
$7K
TC
252
Truvestments Capital
Florida
$6K +$6.58K +154 New
AIM
253
Anchor Investment Management
South Carolina
$5.68K
PCG
254
Private Capital Group
Connecticut
$5K -$3.12K -73 -38%
NFG
255
Next Financial Group
Texas
$5K -$513 -12 -9%
GRP
256
Global Retirement Partners
California
$4K -$1.71K -40 -33%
CT
257
Caldwell Trust
Florida
$4K
BAM
258
Bellevue Asset Management
Washington
$4K +$1.03K +24 +34%
JWM
259
Janiczek Wealth Management
Colorado
$4K +$3.76K +88 New
APA
260
American Portfolios Advisors
New York
$3.36K
CCMIC
261
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$3K -$128 -3 -4%
CCM
262
Copeland Capital Management
Pennsylvania
$3K +$470 +11 +22%
CG
263
Cutler Group
California
$2K -$8.55K -200 -80%
Rockefeller Capital Management
264
Rockefeller Capital Management
New York
$2K -$3.33K -78 -59%
IFAM
265
Institutional & Family Asset Management
Colorado
$2K -$1.15K -27 -39%
VRM
266
Vectors Research Management
New York
$2K -$983 -23 -30%
HCP
267
Hexagon Capital Partners
Arkansas
$2K
Jones Financial Companies
268
Jones Financial Companies
Missouri
$2K +$1.79K +42 New
FTDI
269
First Trust Direct Indexing
Massachusetts
$2K +$1.92K +45 New
NSB
270
Norway Savings Bank
Maine
$2K +$1.97K +46 New
Northwestern Mutual Wealth Management
271
Northwestern Mutual Wealth Management
Wisconsin
$1K -$17.8K -416 -94%
EARNEST Partners
272
EARNEST Partners
Georgia
$1K
EFSCE
273
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
FMP
274
Financial Management Professionals
Texas
$1K
PIMC
275
Praesidium Investment Management Company
New York
-$75.5M -1,787,734 Closed