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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
326
Citizens Financial Group
Rhode Island
$4K +$3.79K +385 New
TFO
327
Tarbox Family Office
California
$4K +$4.38K +445 New
LWA
328
Lowe Wealth Advisors
Maryland
$3K – – –
WC
329
Whitnell & Co
Illinois
$3K – – –
CS
330
Credential Securities
$2.13K +$2.17K +220 New
AssetMark Inc
331
AssetMark Inc
California
$2K -$7.98K -810 -81%
FMP
332
Financial Management Professionals
Texas
$2K – – –
IWM
333
IHT Wealth Management
Illinois
$2K – – –
LNB
334
Ledyard National Bank
$2K – – –
RWA
335
Ropes Wealth Advisors
Massachusetts
$2K +$1.97K +200 New
GEA
336
Glen Eagle Advisors
New Jersey
$1.21K – – –
RFM
337
Royal Fund Management
Florida
$1K -$2.41K -245 -69%
Capital Research Global Investors
338
Capital Research Global Investors
California
$1K -$246 -25 -25%
Capital World Investors
339
Capital World Investors
California
$1K -$99 -10 -9%
CBT
340
Capital Bank & Trust
California
$1K – – –
FFW
341
Fusion Family Wealth
New York
$1K – – –
SMG
342
Spectrum Management Group
Indiana
$1K – – –
TF
343
Tompkins Financial
New York
$1K – – –
WWM
344
Willingdon Wealth Management
North Carolina
$1K – – –
TA
345
Teachers Advisors
New York
– -$15.8M -1,761,505 Closed
CLCM
346
Crawford Lake Capital Management
New Jersey
– -$5.07M -563,450 Closed
TCIM
347
TIAA CREF Investment Management
New York
– -$4.95M -550,240 Closed
CIP
348
Chartwell Investment Partners
Pennsylvania
– -$4.24M -471,045 Closed
BIM
349
Bogle Investment Management
Massachusetts
– -$3.89M -432,755 Closed
ZDA
350
Zweig-DiMenna Associates
New York
– -$3.49M -388,135 Closed