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Name Holding Trade Value Shares
Change
Change in
Stake
IA
301
IFP Advisors
Florida
$3K -$3.48K -208 -35%
AIM
302
AIA Investment Management
Singapore
$3K
AW
303
Alpha Windward
Massachusetts
$3K
CT
304
Caldwell Trust
Florida
$2.73K
TAIM
305
TD Ameritrade Investment Management
Nebraska
$2K -$418 -25 -8%
VFA
306
Valeo Financial Advisors
Indiana
$2K +$134 +8 +2%
HS
307
Horan Securities
United States
$2K +$5.02K +300 New
FDCDDQ
308
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.41K -$163K -9,754 -98%
SL
309
Savior LLC
Massachusetts
$1K -$3.01K -180 -45%
IWP
310
IAG Wealth Partners
Wisconsin
$1K
MI
311
Markston International
New York
$1K
SWM
312
Selective Wealth Management
Virginia
$1K
SMFS
313
Squar Milner Financial Services
California
$1K
TFGT
314
TS Financial Group (TSFG)
Illinois
$1K
WCG
315
Weaver Consulting Group
California
$1K
SFSIG
316
San Francisco Sentry Investment Group
California
$1K +$1.77K +106 New
ABC
317
Associated Banc-Corp
Wisconsin
$1K +$2.29K +137 New
PFBT
318
Parkside Financial Bank & Trust
Missouri
$1K +$2.33K +139 New
HGWM
319
Harvest Group Wealth Management
Massachusetts
$1K +$3.14K +188 New
SPIA
320
Steward Partners Investment Advisory
New York
$1K +$3.35K +200 New
APA
321
American Portfolios Advisors
New York
$890 -$1.82K -109 -42%
ECM
322
Estabrook Capital Management
New York
$593
TPCW
323
TD Private Client Wealth
New York
$89 -$1.24K -74 -83%
William Blair Investment Management
324
William Blair Investment Management
Illinois
-$207M -9,242,665 Closed
CVA
325
Ceredex Value Advisors
Florida
-$141M -6,300,701 Closed