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Name Holding Trade Value Shares
Change
Change in
Stake
QC
501
Quent Capital
New York
$6.26K – – –
Loomis, Sayles & Company
502
Loomis, Sayles & Company
Massachusetts
$6K -$8.08K -61 -61%
GKIM
503
GW&K Investment Management
Massachusetts
$6K +$5.7K +43 +2,150%
CFS
504
CGC Financial Services
Oregon
$5.69K +$5.3K +40 New
MAM
505
Marquette Asset Management
Minnesota
$5.69K +$5.3K +40 New
VWM
506
Venturi Wealth Management
Texas
$4.98K – – –
CAL
507
Capital Advisors Ltd
Ohio
$4K – – –
TPCW
508
TD Private Client Wealth
New York
$3.98K -$795 -6 -18%
FFA
509
Farther Finance Advisors
California
$3.84K – – –
1832 Asset Management
510
1832 Asset Management
Ontario, Canada
$3.56K – – –
VCM
511
Versant Capital Management
Arizona
$3.42K +$1.46K +11 +85%
SIS
512
Sound Income Strategies
Florida
$2.99K – – –
AF
513
Allworth Financial
California
$2.85K – – –
TWC
514
TD Waterhouse Canada
Ontario, Canada
$2.85K – – –
CSPIA
515
Cary Street Partners Investment Advisory
Virginia
$2.7K +$2.52K +19 New
AWM
516
Abound Wealth Management
Tennessee
$2.28K – – –
MCM
517
MV Capital Management
Maryland
$2.28K +$132 +1 +7%
SIC
518
SJS Investment Consulting
Ohio
$2.28K +$265 +2 +14%
RWM
519
Raffa Wealth Management
District of Columbia
$2.13K – – –
TIM
520
Tortoise Investment Management
New York
$2.13K – – –
PVH
521
Psagot Value Holdings
Israel
$2K +$2.12K +16 New
DI
522
Disciplined Investments
Oklahoma
$1.85K – – –
PWMG
523
Prestige Wealth Management Group
New Jersey
$1.71K +$1.59K +12 New
NC
524
NewSquare Capital
Pennsylvania
$1.42K – – –
SWA
525
SOA Wealth Advisors
New York
$1.42K – – –