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Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
401
Institutional & Family Asset Management
Colorado
$5K -$684 -7 -13%
JCM
402
Jacobi Capital Management
Pennsylvania
$5K – – –
Northwestern Mutual Wealth Management
403
Northwestern Mutual Wealth Management
Wisconsin
$5K – – –
Bessemer Group
404
Bessemer Group
New Jersey
$4K – – –
HI
405
Hudock Inc
Pennsylvania
$4K – – –
VFA
406
Valeo Financial Advisors
Indiana
$4K – – –
WAM
407
Wealthspire Advisors (Maryland)
Maryland
$4K – – –
OFW
408
Omnia Family Wealth
Florida
$3K – – –
PMFA
409
Plante Moran Financial Advisors
Michigan
$3K – – –
FA
410
Fortis Advisors
Pennsylvania
$2K – – –
TFS
411
TrustCore Financial Services
Tennessee
$2K – – –
SIS
412
Sound Income Strategies
Florida
$2K +$2.05K +21 New
WC
413
Whitney & Co
New York
$2K +$2.15K +22 New
RWM
414
Raffa Wealth Management
District of Columbia
$1.59K – – –
FGAM
415
Financial Gravity Asset Management
Texas
$1K +$195 +2 +22%
OBWP
416
O'Brien Wealth Partners
Massachusetts
$1K +$782 +8 New
Arrowstreet Capital
417
Arrowstreet Capital
Massachusetts
– -$33M -352,024 Closed
Artisan Partners
418
Artisan Partners
Wisconsin
– -$30M -319,608 Closed
CWM
419
CIBC World Markets
New York
– -$7.13M -76,000 Closed
SEC
420
Seven Eight Capital
New York
– -$6.52M -69,500 Closed
PCM
421
Pennant Capital Management
New Jersey
– -$5.91M -63,000 Closed
RA
422
Royce & Associates
New York
– -$2.65M -28,245 Closed
GCP
423
GSA Capital Partners
United Kingdom
– -$2.1M -22,398 Closed
Capital Fund Management (CFM)
424
Capital Fund Management (CFM)
France
– -$1.95M -19,971 Closed
Squarepoint
425
Squarepoint
New York
– -$1.65M -17,587 Closed