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Name Holding Trade Value Shares
Change
Change in
Stake
SSB
401
Sandy Spring Bank
Maryland
$3K
MPWT
402
MassMutual Private Wealth & Trust
Connecticut
$3K +$538 +9 +19%
FPFS
403
First Personal Financial Services
North Carolina
$3K +$2.69K +45 New
AP
404
Atwood & Palmer
Missouri
$3K +$3.05K +51 New
APA
405
American Portfolios Advisors
New York
$2.6K
BWM
406
BerganKDV Wealth Management
Minnesota
$2K
GWS
407
Glassman Wealth Services
Virginia
$2K +$777 +13 +100%
JWM
408
Janiczek Wealth Management
Colorado
$2K +$777 +13 +100%
TPCW
409
TD Private Client Wealth
New York
$1.45K -$15.1K -253 -91%
RWM
410
Raffa Wealth Management
District of Columbia
$1.04K
PFBT
411
Parkside Financial Bank & Trust
Missouri
$1K -$1.25K -21 -49%
SCA
412
Stonebridge Capital Advisors
Minnesota
$1K
TWA
413
TCI Wealth Advisors
Arizona
$1K
SC
414
Schubert & Co
Texas
$1K +$1.02K +17 New
NFG
415
Next Financial Group
Texas
$1K +$1.37K +23 New
JWA
416
JFS Wealth Advisors
Pennsylvania
$1K +$1.49K +25 New
TAM
417
Tucker Asset Management
Colorado
$923 -$29.9K -501 -97%
SWA
418
Sutton Wealth Advisors
Florida
$637 +$657 +11 New
LSV Asset Management
419
LSV Asset Management
Illinois
-$15.6M -261,410 Closed
LG
420
Leuthold Group
Minnesota
-$4.63M -77,705 Closed
AC
421
Arjuna Capital
North Carolina
-$3.29M -55,172 Closed
Balyasny Asset Management
422
Balyasny Asset Management
Illinois
-$2.4M -40,351 Closed
OTPPB
423
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$1.29M -21,701 Closed
BCM
424
Brookmont Capital Management
Texas
-$1.18M -19,756 Closed
Acadian Asset Management
425
Acadian Asset Management
Massachusetts
-$834K -14,022 Closed