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Name Holding Trade Value Shares
Change
Change in
Stake
CA
676
Clearstead Advisors
Ohio
$2K +$1.92K +8 New
LF
677
Lee Financial
Texas
$2K +$1.92K +8 New
SIS
678
Sound Income Strategies
Florida
$2K +$1.92K +8 New
RWM
679
Raffa Wealth Management
District of Columbia
$1.34K – – –
LIM
680
Longfellow Investment Management
Massachusetts
$1K -$299K -1,251 -100%
GRP
681
Global Retirement Partners
California
$1K -$5.5K -23 -85%
BBHC
682
Brown Brothers Harriman & Co
New York
$1K -$2.63K -11 -79%
CAM
683
ClariVest Asset Management
California
$1K – – –
FMP
684
Financial Management Professionals
Texas
$1K – – –
PI
685
PEAK6 Investments
Illinois
$1K +$957 +4 New
AFG
686
Albion Financial Group
Utah
$1K +$1.44K +6 New
LSA
687
Leonteq Securities AG
Switzerland
$223 -$695K -2,902 -100%
1832 Asset Management
688
1832 Asset Management
Ontario, Canada
– -$102M -436,340 Closed
N
689
Natixis
France
– -$54.8M -237,578 Closed
DRZID
690
DePrince Race & Zollo Inc (DRZ)
Florida
– -$19.2M -83,417 Closed
Marshall Wace
691
Marshall Wace
United Kingdom
– -$8.63M -37,390 Closed
PWAG
692
Polaris Wealth Advisory Group
California
– -$8.7M -36,930 Closed
SDIC
693
South Dakota Investment Council
South Dakota
– -$3.55M -15,404 Closed
DIA
694
Dana Investment Advisors
Wisconsin
– -$2.86M -12,393 Closed
AAM
695
Arabesque Asset Management
United Kingdom
– -$2.66M -11,510 Closed
AIC
696
Aurora Investment Counsel
Georgia
– -$2.11M -9,153 Closed
CFA
697
Camarda Financial Advisors
Florida
– -$1.21M -5,221 Closed
AI
698
ArchPoint Investors
Florida
– -$1.19M -5,157 Closed
KWM
699
Kingsview Wealth Management
Oregon
– -$1.06M -4,563 Closed
FAIM
700
Financial Advocates Investment Management
Washington
– -$261K -4,172 Closed