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Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
351
Squar Milner Financial Services
California
$10K +$9.34K +362 New
CAG
352
Csenge Advisory Group
Florida
$10K +$9.7K +376 New
BWM
353
BerganKDV Wealth Management
Minnesota
$9K
VFA
354
Valeo Financial Advisors
Indiana
$8K +$4.93K +191 +197%
TF
355
Tompkins Financial
New York
$6K -$2.63K -102 -30%
GAM
356
Gemmer Asset Management
California
$6K
MRCM
357
M&R Capital Management
New Jersey
$6K
NFG
358
Next Financial Group
Texas
$6K +$5.8K +225 New
Twin Tree Management
359
Twin Tree Management
Texas
$5K +$4.7K +182 New
EARNEST Partners
360
EARNEST Partners
Georgia
$4K
LF
361
Lee Financial
Texas
$4K
WAM
362
Wealthspire Advisors (Maryland)
Maryland
$4K
JA
363
JOYN Advisors
Georgia
$3K +$929 +36 +46%
QI
364
QS Investors
New York
$2K
VCM
365
Versant Capital Management
Arizona
$2K
Carson Wealth (CWM LLC)
366
Carson Wealth (CWM LLC)
Nebraska
$2K +$516 +20 +44%
FRA
367
Front Row Advisors
California
$1K
HMS
368
Hanseatic Management Services
New Mexico
$1K
CWSR
369
Chessman Wealth Strategies RIA
Texas
$1K +$877 +34 New
KC
370
Kepos Capital
New York
-$3.82M -163,465 Closed
SCM
371
Stevens Capital Management
Pennsylvania
-$3.4M -145,438 Closed
WI
372
WBI Investments
New Jersey
-$2.52M -107,710 Closed
SLAM
373
Swiss Life Asset Management
-$1.88M -80,273 Closed
WG
374
Winton Group
United Kingdom
-$1.69M -72,245 Closed
Acadian Asset Management
375
Acadian Asset Management
Massachusetts
-$1.57M -67,334 Closed