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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
551
Geneos Wealth Management
Colorado
$5K – – –
VNA
552
Valley National Advisers
Pennsylvania
$5K – – –
EF
553
Empirical Finance
Pennsylvania
$5K +$4.23K +26 New
CAL
554
Capital Advisors Ltd
Ohio
$5K +$4.88K +30 New
ACS
555
Archford Capital Strategies
Illinois
$4K – – –
SFPIA
556
Stevens First Principles Investment Advisors
California
$4K – – –
CG
557
Cutler Group
California
$3K -$668K -4,108 -99%
KT
558
Kanaly Trust
Texas
$3K – – –
TFO
559
Tarbox Family Office
California
$3K – – –
PFGIA
560
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$2.44K +15 New
GRP
561
Global Retirement Partners
California
$3K +$3.25K +20 New
GBT
562
Grove Bank & Trust
Florida
$3K +$3.25K +20 New
Canada Pension Plan Investment Board
563
Canada Pension Plan Investment Board
Ontario, Canada
$2K – – –
CAM
564
ClariVest Asset Management
California
$2K – – –
HIM
565
Hillsdale Investment Management
Ontario, Canada
$2K – – –
NFG
566
Next Financial Group
Texas
$2K – – –
SPIA
567
Steward Partners Investment Advisory
New York
$2K +$2.77K +17 New
TWMP
568
Taylor Wealth Management Partners
Massachusetts
$1K -$4.23K -26 -84%
WTB
569
Washington Trust Bank
Washington
$1K – – –
EWM
570
Evercore Wealth Management
New York
$1K +$1.14K +7 New
CPIG
571
Chicago Partners Investment Group
Illinois
$1K +$1.3K +8 New
NAM
572
NorthCoast Asset Management
Connecticut
– -$39M -256,678 Closed
FQ
573
First Quadrant
California
– -$21.1M -138,917 Closed
MTB
574
Mizuho Trust & Banking
Japan
– -$14.2M -93,153 Closed
CCA
575
Catalyst Capital Advisors
New York
– -$3.73M -24,573 Closed