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Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
401
EARNEST Partners
Georgia
$3K
GWMI
402
Guardian Wealth Management (Illinois)
Illinois
$3K
MFC
403
Mechanics Financial Corp
Ohio
$3K
AF
404
Allworth Financial
California
$3K +$448 +4 +15%
QT
405
Quantbot Technologies
New York
$3K +$4.37K +39 New
GEA
406
Glen Eagle Advisors
New Jersey
$2.01K
BIA
407
Bell Investment Advisors
California
$2K
HC
408
Hoese & Co
Minnesota
$2K
KFI
409
Key Financial Inc
Pennsylvania
$2K
QC
410
Quent Capital
New York
$2K
TWA
411
TCI Wealth Advisors
Arizona
$2K +$448 +4 +33%
SWM
412
Selective Wealth Management
Virginia
$2K +$2.47K +22 New
DI
413
Disciplined Investments
Oklahoma
$1K
LC
414
Lindbrook Capital
California
$1K
PFBT
415
Parkside Financial Bank & Trust
Missouri
$1K
SSC
416
Syverson Strege & Co
Iowa
$1K
UIA
417
Ulland Investment Advisors
Minnesota
$1K
FF
418
FourThought Financial
Florida
$1K +$448 +4 +36%
MA
419
MUFG Americas
New York
$1K +$785 +7 New
SIC
420
SJS Investment Consulting
Ohio
$1K +$1.23K +11 New
FP
421
Financial Perspectives
Minnesota
$811
RWM
422
Raffa Wealth Management
District of Columbia
$670
SWA
423
Sutton Wealth Advisors
Florida
$96 -$561 -5 -83%
WIM
424
Westside Investment Management
California
$8 +$112 +1 +1%
Diamond Hill Capital Management
425
Diamond Hill Capital Management
Ohio
-$57M -573,733 Closed