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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1376
Plante Moran Financial Advisors
Michigan
$302 -$8.82K -194 -97%
HI
1377
Hoey Investments
Pennsylvania
$260 -$1.82K -40 -87%
CW
1378
CrossGen Wealth
North Carolina
$259 – – –
FA
1379
Fedenia Advisers
Wisconsin
$259 +$273 +6 New
KFG
1380
Kingdom Financial Group
Arizona
$219 -$37.7K -829 -99%
LI
1381
Louisbourg Investments
New Brunswick, Canada
$216 – – –
SG
1382
Sankala Group
Colorado
$182 -$126K -2,762 -100%
MCA
1383
Maryland Capital Advisors
Maryland
$173 +$182 +4 New
3FI
1384
3 Factor Indexing
California
$130 – – –
MAFA
1385
MJT & Associates Financial Advisory
Minnesota
$130 – – –
SA
1386
Seneschal Advisors
Washington
$130 – – –
RJA
1387
Ross\Johnson & Associates
Minnesota
$130 +$45 +1 +50%
HIA
1388
Highland Investment Advisors
Florida
$86 +$91 +2 New
IWM
1389
IMG Wealth Management
Florida
$86 +$91 +2 New
LF
1390
LifeSteps Financial
California
$86 +$91 +2 New
AWA
1391
Acumen Wealth Advisors
Tennessee
$44 +$45 +1 New
HHGA
1392
Halbert Hargrove Global Advisors
California
$34 +$45 +1 New
CTA
1393
Colonial Trust Advisors
South Carolina
$13 – – –
BCIM
1394
Black Creek Investment Management
Ontario, Canada
– -$144M -3,173,735 Closed
CAM
1395
Contour Asset Management
New York
– -$111M -2,448,456 Closed
MCP
1396
Meridiem Capital Partners
Texas
– -$32.3M -714,109 Closed
NSLI
1397
Nan Shan Life Insurance
Taiwan
– -$19.5M -431,342 Closed
PCM
1398
Prana Capital Management
Connecticut
– -$12.4M -275,218 Closed
DIA
1399
Davidson Investment Advisors
Montana
– -$12.1M -266,564 Closed
NC
1400
Nixon Capital
Texas
– -$12M -265,381 Closed