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Name Holding Trade Value Shares
Change
Change in
Stake
Montag & Associates
551
Montag & Associates
Georgia
$5K – – –
TFGT
552
TS Financial Group (TSFG)
Illinois
$5K – – –
RCG
553
Rock Creek Group
District of Columbia
$5K +$4.8K +100 New
Bogart Wealth LLC
554
Bogart Wealth LLC
Virginia
$4K – – –
SL
555
Savior LLC
Massachusetts
$4K – – –
MCF Advisors
556
MCF Advisors
Kentucky
$4K +$3.65K +76 New
GAM
557
Grandview Asset Management
Pennsylvania
$4K +$4.32K +90 New
HF
558
Halpern Financial
Virginia
$3.91K +$3.79K +79 New
SWA
559
Sutton Wealth Advisors
Florida
$3.17K – – –
HIA
560
Harbor Investment Advisory
Maryland
$3K – – –
HWA
561
HHM Wealth Advisors
Tennessee
$3K – – –
PCFFS
562
Pacific Center for Financial Services
California
$3K – – –
RDFA
563
Ritter Daniher Financial Advisory
Ohio
$3K – – –
PP
564
Pacifica Partners
Canada
$3K +$432 +9 +18%
Capital Analysts LLC
565
Capital Analysts LLC
Pennsylvania
$2K – – –
IFAM
566
Institutional & Family Asset Management
Colorado
$2K – – –
M
567
MOTCO
Texas
$2K – – –
PCTC
568
Perkins Coie Trust Company
Washington
$2K – – –
NSIM
569
North Star Investment Management
Illinois
$2K +$1.68K +35 New
M1FG
570
Mach-1 Financial Group
Arkansas
$1K -$13.2K -274 -91%
TCM
571
TD Capital Management
Tennessee
$1K – – –
SWG
572
Summit Wealth Group
Vermont
$1K +$1.39K +29 New
WIM
573
Westside Investment Management
California
$4 – – –
RG
574
Redmile Group
California
– -$96.4M -1,984,690 Closed
Artisan Partners
575
Artisan Partners
Wisconsin
– -$67M -1,378,049 Closed