Name Holding Trade Value Shares
Change
Change in
Stake
TWM
201
Tradition Wealth Management
Minnesota
$5K +$4.71K +300 New
PWPS
202
Pinnacle Wealth Planning Services
Ohio
$5K +$4.91K +313 New
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$4K +$3.45K +220 New
LC
204
Lindbrook Capital
California
$3K – – –
OSAM
205
O'Shaughnessy Asset Management
Connecticut
$3K – – –
PCG
206
Private Capital Group
Connecticut
$3K +$1.19K +76 +115%
S
207
SignatureFD
Georgia
$3K +$2.56K +163 New
ASN
208
Advisory Services Network
Georgia
$2K – – –
ABC
209
Associated Banc-Corp
Wisconsin
$2K – – –
BCA
210
Berman Capital Advisors
Georgia
$2K – – –
RG
211
Retirement Group
California
$2K – – –
TFO
212
Tarbox Family Office
California
$2K – – –
AssetMark Inc
213
AssetMark Inc
California
$2K +$1.57K +100 New
FPCG
214
Fort Pitt Capital Group
Pennsylvania
$2K +$1.57K +100 New
CFN
215
Cordasco Financial Network
Florida
$1K – – –
PFGIA
216
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
RFA
217
Reilly Financial Advisors
California
$1K – – –
TFS
218
TrustCore Financial Services
Tennessee
$1K – – –
VNA
219
Valley National Advisers
Pennsylvania
$1K – – –
Fuller & Thaler Asset Management
220
Fuller & Thaler Asset Management
California
– -$6.87M -501,616 Closed
EGM
221
Engineers Gate Manager
New York
– -$1.38M -100,626 Closed
HF
222
HRT Financial
New York
– -$652K -47,648 Closed
MSL
223
Mackay Shields LLC
New York
– -$484K -35,300 Closed
Lido Advisors
224
Lido Advisors
California
– -$244K -17,818 Closed
Voloridge Investment Management
225
Voloridge Investment Management
Florida
– -$215K -15,738 Closed