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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
351
Advantage Investment Management
Iowa
$7K -$12.8K -200 -67%
AIL
352
AGF Investments LLC
Ontario, Canada
$7K -$8.29K -129 -59%
AWMS
353
Advocacy Wealth Management Services
Georgia
$7K
NYLT
354
New York Life Trust
New York
$6K -$48.8K -759 -89%
OAM
355
Oppenheimer Asset Management
New York
$6K +$5.4K +84 New
IWM
356
IHT Wealth Management
Illinois
$5K -$707 -11 -14%
PS
357
Portfolio Solutions
Michigan
$5K +$4.56K +71 New
HNB
358
Huntington National Bank
Ohio
$5K +$5.14K +80 New
FMII
359
Farmers & Merchants Investments Inc
Nebraska
$4K
MA
360
MCF Advisors
Kentucky
$4K
ZB
361
Zions Bancorporation
Utah
$4K +$3.02K +47 New
BTIS
362
BB&T Investment Services
North Carolina
$4K +$3.34K +52 New
VCM
363
Versant Capital Management
Arizona
$3K -$129 -2 -4%
GBT
364
Grove Bank & Trust
Florida
$3K
PFBT
365
Parkside Financial Bank & Trust
Missouri
$2K
CFA
366
CT Financial Advisors
Pennsylvania
$1.71K
WPA
367
West Paces Advisors
Georgia
$1.3K
ACS
368
Archford Capital Strategies
Illinois
$1K
OFW
369
Omnia Family Wealth
Florida
$1K
WT
370
Whittier Trust
California
$1K
WTC
371
WhitTier Trust Company
Nevada
$1K
BWM
372
Baystate Wealth Management
Massachusetts
$1K +$643 +10 New
SLF
373
Sun Life Financial
Ontario, Canada
$69 +$321 +5 New
Teacher Retirement System of Texas
374
Teacher Retirement System of Texas
Texas
-$23.1M -437,689 Closed
RCM
375
Roystone Capital Management
New York
-$13.2M -251,100 Closed