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Name Holding Trade Value Shares
Change
Change in
Stake
TF
601
Tompkins Financial
New York
$5K
FMA
602
FNY Managed Accounts
New York
$5K +$1.46K +26 +30%
PCG
603
Private Capital Group
Connecticut
$5K +$133K +2,374 New
MAM
604
Meeder Asset Management
Ohio
$4K -$3.42M -61,065 -100%
CFG
605
CKW Financial Group
Hawaii
$4K
DOA
606
D'Orazio & Associates
Virginia
$4K +$5.6K +100 New
KJWM
607
Kiley Juergens Wealth Management
Washington
$4K +$5.83K +104 New
EFSCE
608
Enterprise Financial Services Corp (EFSC)
Missouri
$3K -$896 -16 -19%
ATC
609
Adirondack Trust Company
New York
$3K
PCP
610
Proficio Capital Partners
Massachusetts
$3K +$1.23K +22 +45%
TL
611
TrueWealth LLC
Georgia
$3K +$3.36K +60 New
MGIA
612
Moneta Group Investment Advisors
Missouri
$3K +$3.7K +66 New
MPWT
613
MassMutual Private Wealth & Trust
Connecticut
$2.11K -$2.63K -47 -50%
MUS
614
Mitsubishi UFJ Securities
Japan
$2K -$59.9K -1,070 -96%
VNA
615
Valley National Advisers
Pennsylvania
$2K
PGWM
616
Parisi Gray Wealth Management
New Jersey
$2K +$2.02K +36 New
AIM
617
Advantage Investment Management
Iowa
$1K -$25.9K -462 -94%
BC
618
Bartlett & Co
Ohio
$1K
MA
619
MCF Advisors
Kentucky
$1K
GWS
620
Glassman Wealth Services
Virginia
$1K +$1.06K +19 New
LFA
621
Legacy Financial Advisors
Kentucky
$1K +$2.35K +42 New
SWA
622
Sutton Wealth Advisors
Florida
$538 -$728 -13 -52%
Capital World Investors
623
Capital World Investors
California
-$478M -7,013,006 Closed
Boston Partners
624
Boston Partners
Massachusetts
-$248M -3,637,744 Closed
DPIM
625
Duff & Phelps Investment Management
Illinois
-$118M -1,739,600 Closed