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Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
651
Compagnie Lombard Odier SCmA
Switzerland
$3K – – –
LCM
652
Logan Capital Management
Pennsylvania
$3K – – –
RA
653
Rise Advisors
New York
$3K – – –
DI
654
Disciplined Investments
Oklahoma
$3K +$213 +1 +7%
IRC
655
Investors Research Corp
Georgia
$3K +$3.41K +16 New
CWP
656
Concord Wealth Partners
Virginia
$2K – – –
HS
657
Horan Securities
United States
$2K – – –
LIM
658
Longfellow Investment Management
Massachusetts
$2K – – –
MCM
659
Manchester Capital Management
Vermont
$2K +$426 +2 +33%
JFGIW
660
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K +$1.92K +9 New
WPA
661
West Paces Advisors
Georgia
$1.47K +$639 +3 +75%
FSWA
662
Financial Synergies Wealth Advisors
Texas
$1.26K +$1.28K +6 New
GEA
663
Glen Eagle Advisors
New Jersey
$1.05K – – –
SC
664
Sierra Capital
Florida
$1K -$213 -1 -17%
AA
665
Addison Advisors
Vermont
$1K – – –
GWM
666
Geneos Wealth Management
Colorado
$1K – – –
MA
667
MCF Advisors
Kentucky
$1K – – –
PWMG
668
Prestige Wealth Management Group
New Jersey
$1K – – –
TFM
669
TFC Financial Management
Massachusetts
$1K – – –
HR
670
Howe & Rusling
New York
$1K +$1.06K +5 New
WA
671
WestEnd Advisors
North Carolina
$419 +$426 +2 New
WIM
672
Westside Investment Management
California
$46 – – –
SAM
673
Synergy Asset Management
Washington
– -$6.78M -27,963 Closed
PI
674
Putnam Investments
Massachusetts
– -$6.28M -25,881 Closed
MSL
675
Mackay Shields LLC
New York
– -$5.1M -21,013 Closed