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Name Holding Trade Value Shares
Change
Change in
Stake
AA
201
Advisory Alpha
Michigan
$2.89K +$2.79K +128 New
ACS
202
Archford Capital Strategies
Illinois
$2K
DAM
203
Delta Asset Management
Tennessee
$2K
IFAM
204
Institutional & Family Asset Management
Colorado
$2K
LFG
205
LifePlan Financial Group
Ohio
$2K
MFW
206
Mosaic Family Wealth
Missouri
$2K +$1.59K +73 New
KPW
207
Kore Private Wealth
New York
$2K +$1.61K +74 New
QT
208
Quantbot Technologies
New York
$2K +$2.27K +104 New
GWM
209
Geneos Wealth Management
Colorado
$2K +$2.4K +110 New
FHA
210
Flagship Harbor Advisors
Massachusetts
$1K
SIM
211
Sonora Investment Management
Arizona
$1K
IRC
212
Investors Research Corp
Georgia
$1K +$1.22K +56 New
BCWM
213
Bartlett & Co Wealth Management
Ohio
$193 +$196 +9 New
Cambridge Investment Research Advisors
214
Cambridge Investment Research Advisors
Iowa
-$3.32M -161,683 Closed
OMC
215
Old Mission Capital
Illinois
-$1.39M -67,776 Closed
ECM
216
Element Capital Management
New York
-$943K -45,966 Closed
RhumbLine Advisers
217
RhumbLine Advisers
Massachusetts
-$210K -10,215 Closed
Principal Financial Group
218
Principal Financial Group
Iowa
-$205K -10,000 Closed
MWNA
219
Marshall Wace North America
New York
-$135K -6,554 Closed
MOS
220
MGO One Seven
Ohio
-$26K -1,298 Closed
WANY
221
Wealthspire Advisors (New York)
New York
-$22K -1,063 Closed
CA
222
Claro Advisors
Massachusetts
-$18K -847 Closed
LNB
223
Ledyard National Bank
-$11K -536 Closed
CC
224
Claybrook Capital
Massachusetts
-$11K -520 Closed
WDL
225
Well Done LLC
Michigan
-$11K -520 Closed